OCM

Ovata Capital Management Portfolio holdings

AUM $500M
1-Year Est. Return 40.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$342M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$88.2M
2
+$7.72M
3
+$4.2M
4
COLB icon
Columbia Banking Systems
COLB
+$3.47M
5
TWTR
Twitter, Inc.
TWTR
+$2.07M

Top Sells

1
+$19M
2
+$4.95M
3
+$2.52M
4
BHP icon
BHP
BHP
+$2.27M
5
CERN
Cerner Corp
CERN
+$1.9M

Sector Composition

1 Technology 48.57%
2 Consumer Discretionary 3.17%
3 Financials 2.2%
4 Materials 2.05%
5 Industrials 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
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