OCM
Ovata Capital Management Portfolio holdings
AUM
$462M
1-Year Return
35.19%
This Quarter Return
+12.09%
1 Year Return
+35.19%
3 Year Return
+81.24%
5 Year Return
+89.52%
10 Year Return
–
AUM
$135M
AUM Growth
–
Cap. Flow
+$135M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
75.69%
Holding
32
New
31
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Takeda Pharmaceutical
TAK
|
$17.6M |
| 2 |
Qfin Holdings, Inc. American Depositary Shares
QFIN
|
$9.77M |
| 3 |
NFH
New Frontier Health Corporation Ordinary Shares
NFH
|
$8M |
| 4 |
Sony
SONY
|
$7.18M |
| 5 |
Gaotu Techedu
GOTU
|
$7M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 18.09% |
| 2 | Financials | 16.74% |
| 3 | Healthcare | 13.04% |
| 4 | Consumer Discretionary | 10.16% |
| 5 | Consumer Staples | 7.73% |