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
$166M
AUM Growth
-$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$9.35M
3
+$8.41M
4
BAC icon
Bank of America
BAC
+$5.73M
5
ETFC
E*Trade Financial Corporation
ETFC
+$5.58M

Top Sells

1
+$8.02M
2
+$7.96M
3
+$7.21M
4
UAL icon
United Airlines
UAL
+$6.83M
5
CYH icon
Community Health Systems
CYH
+$6.71M

Sector Composition

1 Consumer Discretionary 30.93%
2 Materials 16%
3 Healthcare 15.6%
4 Real Estate 14.97%
5 Financials 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-320,309
27
– –
-76,806
28
– –
-89,997
1
2