OCM

Ovata Capital Management Portfolio holdings

AUM $823M
1-Year Est. Return 23.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.93%
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
+$614M
2
+$45.3M
3
+$12.6M
4
ATHM icon
Autohome
ATHM
+$10.6M
5
JD icon
JD.com
JD
+$10.2M

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
126
$34K 0.01%
+263
127
$33K 0.01%
+838
128
$32K 0.01%
+1,000
129
$31K 0.01%
+640
130
$30K 0.01%
+540
131
$30K 0.01%
+540
132
$28K 0.01%
+284
133
$28K 0.01%
+360
134
$27K 0.01%
+360
135
$26K 0.01%
+572
136
$26K 0.01%
+480
137
$25K 0.01%
+320
138
$25K 0.01%
+606
139
$25K 0.01%
+200
140
$24K 0.01%
+480
141
$23K 0.01%
+1,431
142
$23K 0.01%
+1,967
143
$22K 0.01%
+480
144
$21K 0.01%
+480
145
$21K 0.01%
+443
146
$21K 0.01%
+480
147
$20K 0.01%
+480
148
$19K 0.01%
+360
149
$18K 0.01%
+320
150
$18K 0.01%
+280
4 5
6
7 8