OCM

Orleans Capital Management Portfolio holdings

AUM $188M
1-Year Est. Return 15.76%
This Quarter Est. Return
1 Year Est. Return
+15.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$7.28M
2
+$5.82M
3
+$5.68M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$4.08M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$3.42M

Top Sells

1
+$1.13M
2
+$1.12M
3
+$963K
4
SLB icon
SLB Ltd
SLB
+$744K
5
SEDG icon
SolarEdge
SEDG
+$735K

Sector Composition

1 Technology 17.12%
2 Healthcare 11.58%
3 Financials 9.48%
4 Consumer Staples 7.72%
5 Industrials 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$223K 0.18%
+955
77
$211K 0.17%
+1,800
78
$166K 0.14%
+11,600
79
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