OCM
Ovata Capital Management Portfolio holdings
AUM
$462M
This Quarter Return
-2.11%
1 Year Return
+35.19%
3 Year Return
+81.24%
5 Year Return
+89.52%
10 Year Return
–
AUM
$263M
AUM Growth
+$263M
(+0.58%)
Cap. Flow
+$6.37M
Cap. Flow
% of AUM
2.42%
Top 10 Holdings %
Top 10 Hldgs %
76.62%
Holding
53
New
20
Increased
7
Reduced
8
Closed
14
Top Buys
| 1 |
TSMC
TSM
|
$32.6M |
| 2 |
iShares Bitcoin Trust
IBIT
|
$16M |
| 3 |
Alibaba
BABA
|
$10.5M |
| 4 |
HDFC Bank
HDB
|
$8.52M |
| 5 |
ASE Group
ASX
|
$8.09M |
Top Sells
| 1 |
Fidelity Wise Origin Bitcoin Fund
FBTC
|
$27.5M |
| 2 |
WUSA
Simplify Wolfe US Equity 150/50 ETF
WUSA
|
$26.1M |
| 3 |
Bitwise Bitcoin ETF
BITB
|
$20M |
| 4 |
Valley National Bancorp
VLY
|
$5.44M |
| 5 |
Semtech
SMTC
|
$4.95M |
Sector Composition
| 1 | Technology | 27.31% |
| 2 | Financials | 23.89% |
| 3 | Consumer Discretionary | 5.79% |
| 4 | Materials | 4.36% |
| 5 | Energy | 1.68% |
