OCM

Orion Capital Management Portfolio holdings

AUM $287M
1-Year Est. Return 18.05%
This Quarter Est. Return
1 Year Est. Return
+18.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$227M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1 +$3.18M
2 +$2.21M
3 +$1.53M
4
TSLA icon
Tesla
TSLA
+$1.2M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$430K

Top Sells

1 +$1.04M
2 +$693K
3 +$548K
4
NVDA icon
NVIDIA
NVDA
+$461K
5
AMN icon
AMN Healthcare
AMN
+$304K

Sector Composition

1 Technology 15.01%
2 Healthcare 6.06%
3 Consumer Discretionary 5.92%
4 Communication Services 5.01%
5 Financials 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$73.2K 0.03%
+250
202
$71.2K 0.03%
+527
203
$69.9K 0.03%
+111
204
$68.9K 0.03%
+1,227
205
$65.4K 0.03%
+1,500
206
$65.2K 0.03%
+192
207
$65K 0.03%
+900
208
$64.8K 0.03%
+3,600
209
$64.6K 0.03%
+1,056
210
$63.9K 0.03%
+1,204
211
$63.6K 0.03%
+251
212
$63.2K 0.03%
+176
213
$62.3K 0.03%
+2,741
214
$62.2K 0.03%
+700
215
$62K 0.03%
+282
216
$61.6K 0.03%
+99
217
$60.8K 0.03%
+420
218
$60.6K 0.03%
+522
219
$60.3K 0.03%
+469
220
$59.7K 0.03%
+700
221
$59.5K 0.03%
+534
222
$58.5K 0.03%
+1,444
223
$58.3K 0.03%
+1,360
224
$58.3K 0.03%
+639
225
$58.3K 0.03%
+1,156