OCM

Oskie Capital Management Portfolio holdings

AUM $60M
1-Year Est. Return 35.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.93M
3
+$8.79M
4
C icon
Citigroup
C
+$6.59M
5
JPM icon
JPMorgan Chase
JPM
+$6.4M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 26.2%
2 Financials 17.42%
3 Communication Services 13.76%
4 Industrials 9.96%
5 Materials 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
0
27
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0
28
– –
0
29
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0
30
– –
0
1
2