OM

OV Management Portfolio holdings

AUM $49M
1-Year Est. Return 6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$49M
AUM Growth
-$66.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1 +$86.8K
2 +$83.4K
3 +$72.8K

Top Sells

1 +$5.39M
2 +$4.07M
3 +$3.92M
4
AAPL icon
Apple
AAPL
+$3.81M
5
AMZN icon
Amazon
AMZN
+$2.57M

Sector Composition

1 Financials 77.13%
2 Technology 10.25%
3 Consumer Discretionary 3.02%
4 Healthcare 2.69%
5 Communication Services 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HOOD icon
51
Robinhood
HOOD
$75.7B
$57.5K 0.12%
+829
DDOG icon
52
Datadog
DDOG
$88.2B
$50.3K 0.1%
426
-2,453
SNOW icon
53
Snowflake
SNOW
$85.3B
$42.2K 0.09%
280
-1,612
ACN icon
54
Accenture
ACN
$109B
-1,165
ADBE icon
55
Adobe
ADBE
$103B
-497
ADSK icon
56
Autodesk
ADSK
$49.1B
-1,603
VEEV icon
57
Veeva Systems
VEEV
$28.7B
-1,354
WDAY icon
58
Workday
WDAY
$35.9B
-1,404