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OCM
Orleans Capital Management Portfolio holdings
AUM
$148M
1-Year Est. Return
24.31%
This Fund
S&P 500
1 Year Est. Return
+24.31%
AUM
$148M
AUM Growth
-$13.1M
(-8.1%)
Holding
128
Top Buys
| 1 | +$1.18M | |
| 2 | +$1.14M | |
| 3 | +$1.08M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$936K |
| 5 |
Corning
GLW
|
+$608K |
Top Sells
| 1 | +$2.66M | |
| 2 | +$2.34M | |
| 3 | +$1.18M | |
| 4 |
State Street SPDR S&P Dividend ETF
SDY
|
+$1.17M |
| 5 |
iShares Russell Top 200 Growth ETF
IWY
|
+$1.08M |
Sector Composition
| 1 | Technology | 16.95% |
| 2 | Financials | 13.55% |
| 3 | Industrials | 7.85% |
| 4 | Healthcare | 7.65% |
| 5 | Energy | 6.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Vanguard Extended Market ETF
VXF
$30.7B
| – | – |
-1,600
|
|
||
127
State Street Financial Select Sector SPDR ETF
XLF
$50.6B
| – | – |
-3,700
|
|
||
128
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.5B
| – | – |
-3,000
|
|