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OCM

Orleans Capital Management Portfolio holdings

AUM $148M
1-Year Est. Return 24.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
-$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$976K
2
+$708K
3
+$233K
4
LOW icon
Lowe's Companies
LOW
+$215K
5
META icon
Meta Platforms (Facebook)
META
+$196K

Top Sells

1
+$2.89M
2
+$2.71M
3
+$1.98M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.83M
5
HD icon
Home Depot
HD
+$1.75M

Sector Composition

1 Technology 16.37%
2 Financials 14.11%
3 Healthcare 6.99%
4 Industrials 6.84%
5 Consumer Discretionary 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.06M 1.33%
34,280
-12,015
27
$2.02M 1.31%
10,990
-4,227
28
$1.99M 1.29%
21,090
-5,109
29
$1.98M 1.28%
14,616
-4,270
30
$1.92M 1.24%
2,615
+263
31
$1.91M 1.24%
11,222
-3,680
32
$1.88M 1.22%
20,184
-4,720
33
$1.8M 1.16%
25,313
-7,775
34
$1.73M 1.12%
5,270
+75
35
$1.56M 1.01%
3,401
-1,026
36
$1.51M 0.98%
2
37
$1.49M 0.96%
6,030
-2,053
38
$1.44M 0.93%
46,152
-17,986
39
$1.4M 0.91%
5,019
-1,370
40
$1.32M 0.85%
23,152
-8,670
41
$1.2M 0.78%
16,175
-1,400
42
$1.17M 0.75%
14,145
-6,581
43
$1.1M 0.71%
2,320
-795
44
$998K 0.65%
856
-250
45
$992K 0.64%
+4,935
46
$983K 0.64%
22,371
-6,495
47
$949K 0.61%
65,730
-38,925
48
$929K 0.6%
1,395
-444
49
$906K 0.59%
2,550
-420
50
$902K 0.58%
2,715
-1,230
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