OCM

Oskie Capital Management Portfolio holdings

AUM $60M
1-Year Est. Return 27.1%
This Quarter Est. Return
1 Year Est. Return
+27.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$43.5M
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$2.48M
3
+$1.45M
4
KMX icon
CarMax
KMX
+$1.44M
5
HEI.A icon
HEICO Corp Class A
HEI.A
+$129K

Top Sells

1
+$12.2M
2
+$11M
3
+$10.5M
4
DBRG icon
DigitalBridge
DBRG
+$9.47M
5
CFG icon
Citizens Financial Group
CFG
+$8.02M

Sector Composition

1 Financials 30.88%
2 Consumer Discretionary 14.88%
3 Healthcare 14.35%
4 Communication Services 12.95%
5 Industrials 12.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-248,574
27
– –
-758,520
28
– –
-79,338
1
2