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
51
$239K 0.07%
+7,400
52
$233K 0.07%
5,900
53
$206K 0.06%
+1,080
54
$199K 0.06%
+3,128
55
$198K 0.06%
+2,944
56
$195K 0.06%
+50,000
57
$193K 0.06%
+5,000
58
$188K 0.06%
+1,920
59
$186K 0.06%
+3,840
60
$177K 0.05%
+1,451
61
$169K 0.05%
+1,440
62
$167K 0.05%
+2,700
63
$166K 0.05%
+2,700
64
$166K 0.05%
+1,747
65
$162K 0.05%
+766
66
$159K 0.05%
+4,080
67
$158K 0.05%
+1,763
68
$158K 0.05%
+10,256
69
$157K 0.05%
34,293
70
$153K 0.05%
+1,080
71
$152K 0.05%
+11,611
72
$152K 0.05%
+3,960
73
$149K 0.04%
+2,560
74
$147K 0.04%
+1,275
75
$146K 0.04%
+3,060
1 2
3
4 5