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
76
$136K 0.04%
+2,160
77
$128K 0.04%
+2,128
78
$128K 0.04%
+2,178
79
$125K 0.04%
+800
80
$119K 0.04%
+4,320
81
$113K 0.03%
+722
82
$113K 0.03%
+820
83
$109K 0.03%
+2,280
84
$101K 0.03%
+880
85
$97K 0.03%
+2,000
86
$95K 0.03%
+960
87
$90K 0.03%
+1,760
88
$82K 0.02%
+660
89
$72K 0.02%
+240
90
$71K 0.02%
+800
91
$70K 0.02%
+745
92
$68K 0.02%
+480
93
$68K 0.02%
+40,000
94
$67K 0.02%
+480
95
$61K 0.02%
+678
96
$59K 0.02%
+511
97
$57K 0.02%
+646
98
$56K 0.02%
+3,520
99
$56K 0.02%
+480
100
$55K 0.02%
+315
2 3
4
5 6