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
$156M
AUM Growth
+$8.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$996K
2 +$846K
3 +$378K
4
TSCO icon
Tractor Supply
TSCO
+$297K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$279K

Top Sells

1 +$848K
2 +$536K
3 +$488K
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$437K
5
HD icon
Home Depot
HD
+$374K

Sector Composition

1 Technology 16.22%
2 Financials 11.53%
3 Healthcare 9.57%
4 Industrials 8.16%
5 Consumer Staples 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-4,800
77
-13,485
78
-5,100