OCM
Orser Capital Management Portfolio holdings
AUM
$153M
1-Year Est. Return
27.64%
This Fund
S&P 500
1 Year Est. Return
+27.64%
AUM
$153M
AUM Growth
-$24M
(-14%)
Holding
55
Top Buys
| 1 | +$1.99M | |
| 2 | +$1.92M | |
| 3 | +$1.46M | |
| 4 |
GE Aerospace
GE
|
+$269K |
| 5 |
Broadcom
AVGO
|
+$227K |
Top Sells
| 1 | +$8.06M | |
| 2 | +$3.01M | |
| 3 | +$2.93M | |
| 4 |
Thermo Fisher Scientific
TMO
|
+$2.71M |
| 5 |
NVIDIA
NVDA
|
+$2.3M |
Sector Composition
| 1 | Technology | 20.23% |
| 2 | Industrials | 11.3% |
| 3 | Consumer Discretionary | 7.17% |
| 4 | Financials | 5.94% |
| 5 | Communication Services | 5.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Masimo
MASI
$9.35B
| – | – |
-2,450
|
|
||
52
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$752M
| – | – |
-31,930
|
|
||
53
iShares Semiconductor ETF
SOXX
$29.9B
| – | – |
-6,515
|
|
||
54
Invesco S&P 500 Momentum ETF
SPMO
$16.2B
| – | – |
-24,555
|
|
||
|
55
Thermo Fisher Scientific
TMO
$174B
| – | – |
-4,680
|
|