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
$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
in Stake
Capital Flow
76
0
77
-2,500,000