OCM
Ovata Capital Management Portfolio holdings
AUM
$462M
1-Year Return
35.19%
This Quarter Return
-6.04%
1 Year Return
+35.19%
3 Year Return
+81.24%
5 Year Return
+89.52%
10 Year Return
–
AUM
$325M
AUM Growth
+$30.4M
(+10%)
Cap. Flow
+$33.9M
Cap. Flow
% of AUM
10.43%
Top 10 Holdings %
Top 10 Hldgs %
86.55%
Holding
218
New
160
Increased
7
Reduced
9
Closed
19
Top Buys
| 1 |
Simplify US Equity PLUS GBTC ETF
SPBC
|
$106M |
| 2 |
TSMC
TSM
|
$78.7M |
| 3 |
HDFC Bank
HDB
|
$12.8M |
| 4 |
BHP
BHP
|
$9.86M |
| 5 |
OPNT
Opiant Pharmaceuticals, Inc. Common Stock
OPNT
|
$2.53M |
Top Sells
Sector Composition
| 1 | Technology | 30.93% |
| 2 | Financials | 7.16% |
| 3 | Materials | 3.07% |
| 4 | Healthcare | 1.64% |
| 5 | Industrials | 1.55% |
