OCM
Ovata Capital Management Portfolio holdings
AUM
$462M
1-Year Return
35.19%
This Quarter Return
+16.26%
1 Year Return
+35.19%
3 Year Return
+81.24%
5 Year Return
+89.52%
10 Year Return
–
AUM
$334M
AUM Growth
+$184M
(+122%)
Cap. Flow
+$117M
Cap. Flow
% of AUM
35.11%
Top 10 Holdings %
Top 10 Hldgs %
64.12%
Holding
196
New
152
Increased
7
Reduced
4
Closed
14
Top Buys
| 1 |
Tennant Co
TNC
|
$47.9M |
| 2 |
NetEase
NTES
|
$14.4M |
| 3 |
JD.com
JD
|
$12M |
| 4 |
Autohome
ATHM
|
$10.2M |
| 5 |
TIF
Tiffany & Co.
TIF
|
$9.76M |
Top Sells
| 1 |
HDFC Bank
HDB
|
$8.39M |
| 2 |
NVIDIA
NVDA
|
$7.91M |
| 3 |
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
|
$5.69M |
| 4 |
Vipshop
VIPS
|
$5.06M |
| 5 |
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% |
