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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
101
$173K 0.11%
21,850
-6,525
102
$141K 0.09%
14,630
-3,200
103
$138K 0.09%
10,000
104
$118K 0.08%
10,000
105
– –
-10,000
106
– –
-4,561
107
– –
-12,750
108
– –
-9,300
109
– –
-2,117
110
– –
-15,000
111
– –
-1,140
112
– –
-5,134
113
– –
-5,040
114
– –
-4,371
1 2 3 4
5