OCM
Ovata Capital Management Portfolio holdings
AUM
$462M
1-Year Return
35.19%
This Quarter Return
+17.44%
1 Year Return
+35.19%
3 Year Return
+81.24%
5 Year Return
+89.52%
10 Year Return
–
AUM
$281M
AUM Growth
-$53.7M
(-16%)
Cap. Flow
-$193M
Cap. Flow
% of AUM
-68.72%
Top 10 Holdings %
Top 10 Hldgs %
67.83%
Holding
211
New
27
Increased
10
Reduced
12
Closed
140
Top Buys
| 1 |
MXIM
Maxim Integrated Products
MXIM
|
$8.99M |
| 2 |
BorgWarner
BWA
|
$7.65M |
| 3 |
NBL
Noble Energy, Inc.
NBL
|
$7.18M |
| 4 |
VRTU
Virtusa Corporation
VRTU
|
$3.56M |
| 5 |
CBPO
China Biologic Products Holdings, Inc.
CBPO
|
$3.51M |
Top Sells
| 1 |
JD.com
JD
|
$47.6M |
| 2 |
Tennant Co
TNC
|
$47.5M |
| 3 |
Amazon
AMZN
|
$13.8M |
| 4 |
NetEase
NTES
|
$12.1M |
| 5 |
Autohome
ATHM
|
$10.2M |
Sector Composition
| 1 | Consumer Discretionary | 38.33% |
| 2 | Financials | 12.4% |
| 3 | Technology | 7.07% |
| 4 | Industrials | 4.64% |
| 5 | Communication Services | 4.17% |
