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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
51
$893K 0.58%
2,415
-841
52
$841K 0.54%
7,580
-965
53
$826K 0.53%
7,410
-5,525
54
$817K 0.53%
2,475
55
$816K 0.53%
9,350
56
$807K 0.52%
12,566
-6,372
57
$668K 0.43%
40,265
-15,230
58
$668K 0.43%
+6,840
59
$628K 0.41%
1,250
-3,000
60
$607K 0.39%
4,819
61
$604K 0.39%
7,740
-2,725
62
$548K 0.35%
46,850
63
$546K 0.35%
1,600
-20
64
$532K 0.34%
59,200
-20,125
65
$519K 0.34%
7,825
-1,335
66
$495K 0.32%
2,373
67
$493K 0.32%
2,024
-30
68
$471K 0.3%
791
69
$445K 0.29%
2,017
-1,100
70
$428K 0.28%
1,984
-552
71
$387K 0.25%
9,050
-730
72
$385K 0.25%
27,500
-13,000
73
$375K 0.24%
1,830
74
$350K 0.23%
5,000
-200
75
$347K 0.22%
2,075
1 2
3
4 5