OCM

Orleans Capital Management Portfolio holdings

AUM $155M
1-Year Est. Return 18.3%
This Quarter Est. Return
1 Year Est. Return
+18.3%
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
State Street Consumer Discretionary Select Sector SPDR ETF
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
– –
-13,485
77
– –
-4,800
78
– –
-5,100
1 2 3
4