OCM

Ovata Capital Management Portfolio holdings

AUM $500M
1-Year Est. Return 40.65%
This Quarter Est. Return
1 Year Est. Return
+40.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1 +$17.6M
2 +$9.77M
3 +$8M
4
SONY icon
Sony
SONY
+$7.18M
5
GOTU icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
0