OCM
Orleans Capital Management Portfolio holdings
AUM
$161M
1-Year Est. Return
21.77%
This Fund
S&P 500
1 Year Est. Return
+21.77%
AUM
$161M
AUM Growth
+$6.25M
(+4%)
Holding
126
Top Buys
| 1 | +$3.24M | |
| 2 | +$2.32M | |
| 3 | +$1.18M | |
| 4 |
State Street SPDR S&P Dividend ETF
SDY
|
+$1.17M |
| 5 |
iShares Russell Top 200 Growth ETF
IWY
|
+$1.08M |
Top Sells
| 1 | +$1.28M | |
| 2 | +$947K | |
| 3 | +$892K | |
| 4 |
Goldman Sachs
GS
|
+$759K |
| 5 |
Vanguard Total Bond Market
BND
|
+$735K |
Sector Composition
| 1 | Technology | 15.46% |
| 2 | Financials | 13.21% |
| 3 | Healthcare | 6.88% |
| 4 | Industrials | 6.35% |
| 5 | Communication Services | 5.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Vanguard Growth ETF
VUG
$193B
| – | – |
-480
|
|