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
$334M
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$47.9M
2
+$14.4M
3
+$12M
4
ATHM icon
Autohome
ATHM
+$10.2M
5
TIF
Tiffany & Co.
TIF
+$9.76M

Top Sells

1
+$8.39M
2
+$7.91M
3
+$5.69M
4
VIPS icon
Vipshop
VIPS
+$5.06M
5
INFY icon
Infosys
INFY
+$4.77M

Sector Composition

1 Consumer Discretionary 28.92%
2 Industrials 15.8%
3 Communication Services 13.67%
4 Technology 10.12%
5 Financials 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.02M 0.6%
+569,420
27
$1.74M 0.52%
500,100
+292,486
28
$1.48M 0.44%
127,823
+90,823
29
$1.29M 0.39%
+22,382
30
$1.11M 0.33%
+7,697
31
$949K 0.28%
+6,750
32
$831K 0.25%
+5,000
33
$684K 0.2%
+22,018
34
$587K 0.18%
+10,000
35
$560K 0.17%
+2,932
36
$471K 0.14%
+131,677
37
$452K 0.14%
20,254
38
$400K 0.12%
+2,240
39
$381K 0.11%
+3,760
40
$369K 0.11%
+3,780
41
$367K 0.11%
+56,842
42
$364K 0.11%
+2,588
43
$357K 0.11%
+2,106
44
$307K 0.09%
+7,668
45
$293K 0.09%
+3,600
46
$256K 0.08%
+4,140
47
$244K 0.07%
+4,430
48
$244K 0.07%
+6,880
49
$240K 0.07%
+2,695
50
$239K 0.07%
+2,160
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