OCM
Ovata Capital Management Portfolio holdings
AUM
$462M
This Quarter Return
-4.23%
1 Year Return
+35.19%
3 Year Return
+81.24%
5 Year Return
+89.52%
10 Year Return
–
AUM
$260M
AUM Growth
+$260M
(+25%)
Cap. Flow
-$1.07M
Cap. Flow
% of AUM
-0.41%
Top 10 Holdings %
Top 10 Hldgs %
78.41%
Holding
80
New
29
Increased
13
Reduced
6
Closed
18
Top Buys
| 1 |
Huazhu Hotels Group
HTHT
|
$15M |
| 2 |
Alibaba
BABA
|
$13.6M |
| 3 |
American Airlines Group
AAL
|
$8.51M |
| 4 |
Baidu
BIDU
|
$7.79M |
| 5 |
JOYY
JOYY Inc. American Depositary Shares
JOYY
|
$6.09M |
Top Sells
| 1 |
ALXN
Alexion Pharmaceuticals Inc
ALXN
|
$4.79M |
| 2 |
GRUB
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
|
$4.56M |
| 3 |
Willis Towers Watson
WTW
|
$3.19M |
| 4 |
ATH
Athene Holding Ltd. Class A Common Shares
ATH
|
$2.41M |
| 5 |
Wipro
WIT
|
$2.32M |
Sector Composition
| 1 | Consumer Discretionary | 14.18% |
| 2 | Communication Services | 7.66% |
| 3 | Industrials | 7.47% |
| 4 | Technology | 4.15% |
| 5 | Utilities | 3.59% |
