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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
51
$571K 0.18%
7,989
52
$554K 0.18%
5,845
-166
53
$548K 0.17%
8,296
54
$491K 0.16%
4,400
55
$480K 0.15%
4,656
56
$437K 0.14%
595
57
$423K 0.13%
16,600
58
$411K 0.13%
1,904
59
$409K 0.13%
6,120
-250
60
$403K 0.13%
6,083
61
$359K 0.11%
471
62
$324K 0.1%
800
63
$295K 0.09%
1,200
64
$282K 0.09%
1,817
-51
65
$280K 0.09%
995
66
$275K 0.09%
1,165
67
$274K 0.09%
575
68
$261K 0.08%
860
69
$256K 0.08%
1,578
70
$246K 0.08%
1,752
71
– –
-106,134
72
– –
-1,100
1 2
3