OCM

Orrell Capital Management Portfolio holdings

AUM $43.6M
1-Year Est. Return 28.34%
This Quarter Est. Return
1 Year Est. Return
-28.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$82.5M
AUM Growth
+$7.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$532K
2
+$187K
3
+$113K
4
B
Barrick Mining
B
+$91.4K
5
KGC icon
Kinross Gold
KGC
+$87.7K

Top Sells

1
+$110K
2
+$76.3K
3
+$76.1K

Sector Composition

1 Materials 74.49%
2 Financials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$378K 0.46%
29,000
27
$243K 0.29%
13,300
+5,000
28
$233K 0.28%
4,900
29
– –
0
30
$35K 0.04%
+13
1
2