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
101
$54K 0.02%
+740
102
$54K 0.02%
+351
103
$54K 0.02%
+1,516
104
$51K 0.02%
+540
105
$51K 0.02%
+480
106
$50K 0.02%
+1,046
107
$48K 0.01%
+1,200
108
$47K 0.01%
+480
109
$47K 0.01%
+600
110
$45K 0.01%
+1,600
111
$45K 0.01%
+2,040
112
$44K 0.01%
+940
113
$43K 0.01%
+480
114
$43K 0.01%
+240
115
$42K 0.01%
+422
116
$40K 0.01%
+640
117
$39K 0.01%
+480
118
$38K 0.01%
+360
119
$36K 0.01%
+241
120
$36K 0.01%
+640
121
$36K 0.01%
+720
122
$35K 0.01%
+960
123
$35K 0.01%
+360
124
$35K 0.01%
+691
125
$35K 0.01%
+401
3 4
5
6 7