OCM

Ovata Capital Management Portfolio holdings

AUM $500M
1-Year Est. Return 40.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$294M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$113M
2
+$35M
3
+$12.9M
4
TSM icon
TSMC
TSM
+$11.4M
5
HEQT icon
Simplify Hedged Equity ETF
HEQT
+$10.2M

Top Sells

1
+$103M
2
+$15M
3
+$13.5M
4
AAL icon
American Airlines Group
AAL
+$8.51M
5
KSU
Kansas City Southern
KSU
+$7.87M

Sector Composition

1 Technology 7.63%
2 Consumer Discretionary 7.08%
3 Financials 3.73%
4 Communication Services 1.95%
5 Industrials 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
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