OCM
Ovata Capital Management Portfolio holdings
AUM
$462M
This Quarter Return
+0.5%
1 Year Return
+35.19%
3 Year Return
+81.24%
5 Year Return
+89.52%
10 Year Return
–
AUM
$208M
AUM Growth
+$208M
(+30%)
Cap. Flow
+$43.8M
Cap. Flow
% of AUM
21.07%
Top 10 Holdings %
Top 10 Hldgs %
77.91%
Holding
66
New
17
Increased
8
Reduced
11
Closed
17
Top Buys
Top Sells
| 1 |
Tencent Music
TME
|
$16.3M |
| 2 |
Willis Towers Watson
WTW
|
$4.56M |
| 3 |
MXIM
Maxim Integrated Products
MXIM
|
$3.74M |
| 4 |
VAR
Varian Medical Systems, Inc.
VAR
|
$3.69M |
| 5 |
Toyota
TM
|
$3.11M |
Sector Composition
| 1 | Technology | 6.69% |
| 2 | Industrials | 6.46% |
| 3 | Consumer Discretionary | 5.97% |
| 4 | Financials | 3.87% |
| 5 | Utilities | 3.21% |
