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OIC

Orion Investment Company Portfolio holdings

AUM $315M
1-Year Est. Return 45.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$315M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$1.09M
3
+$882K
4
RGTI icon
Rigetti Computing
RGTI
+$838K
5
OKLO
Oklo
OKLO
+$660K

Top Sells

1
+$13.6M
2
+$1.15M
3
+$343K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$96.9K
5
ABT icon
Abbott
ABT
+$78.6K

Sector Composition

1 Technology 48.08%
2 Healthcare 17.78%
3 Industrials 12.08%
4 Consumer Staples 5.91%
5 Energy 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.5M 1.11%
5,713
+50
27
$3.12M 0.99%
33,113
-181
28
$3.02M 0.96%
17,667
+2,155
29
$2.35M 0.75%
27,920
+1,505
30
$2.28M 0.72%
8,887
31
$2.22M 0.71%
12,055
+965
32
$2.14M 0.68%
10,492
+192
33
$1.73M 0.55%
20,574
-600
34
$1.58M 0.5%
5,610
35
$1.44M 0.46%
17,704
-608
36
$1.42M 0.45%
6,116
37
$1.4M 0.45%
13,427
-229
38
$1.28M 0.41%
+3,886
39
$1.21M 0.38%
9,196
40
$1.1M 0.35%
24,458
-750
41
$1.08M 0.34%
4,425
42
$1.08M 0.34%
4,896
+50
43
$1.04M 0.33%
33,177
+12,655
44
$941K 0.3%
+8,428
45
$922K 0.29%
4,973
46
$844K 0.27%
1,678
-200
47
$720K 0.23%
28,475
-725
48
$672K 0.21%
11,804
49
$597K 0.19%
2,450
50
$594K 0.19%
8,859
1
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