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
151
$16K ﹤0.01%
+240
152
$16K ﹤0.01%
+417
153
$16K ﹤0.01%
+626
154
$16K ﹤0.01%
+12,260
155
$15K ﹤0.01%
+320
156
$15K ﹤0.01%
+177
157
$15K ﹤0.01%
+875
158
$15K ﹤0.01%
+177
159
$15K ﹤0.01%
+1,200
160
$14K ﹤0.01%
+416
161
$14K ﹤0.01%
+227
162
$13K ﹤0.01%
+195
163
$12K ﹤0.01%
+600
164
$11K ﹤0.01%
+1,700
165
$11K ﹤0.01%
+291
166
$11K ﹤0.01%
+744
167
$9K ﹤0.01%
+1,033
168
$7K ﹤0.01%
+44
169
$7K ﹤0.01%
+140
170
$6K ﹤0.01%
+370
171
– –
-18,832
172
– –
-39,119
173
– –
0
174
– –
-750
175
– –
-26,660
4 5 6
7
8