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ORR Model Portfolio

As of June '08 the mFOLIO for this model portfolio had approximately 33 positions. This is a high level view of the positions in the portfolio.

ORR Positions by Sector

sector pie chart
Color Name Portion
Consumer Staples 2.0%
Energy 11.0%
Health Care 13.0%
Industrials 22.0%
Information Technology 38.0%
Materials 10.0%
Unclassified 4.0%

ORR Positions by Style

  Value Blend Growth Unclassified  
Large 0%     0%     0%     0%     0%    
Medium 0%     3%     0%     0%     3%    
Small 6%     5%     1%     0%     12%    
Micro 29%     23%     5%     0%     57%    
Unclassified 0%     0%     0%     27%     27%    
  35%     31%     6%     27%     

ORR 5 Biggest Holdings

Symbol Name Price Shares Value % Fund Total Gain Today's
Gain Return
SWIR SIERRA WIRELESS INC $7.90 64,877 $512,528 11.26% -$18,360 -$3,893 -0.75%
SLT Sterlite Industries (India) Limited Shs American Deposit Receipt Repr 1 share $5.75 65,000 $373,750 8.21% -$3,327 -$8,450 -2.21%
CYNO Cynosure, Incorporated Class A $14.81 23,000 $340,630 7.48% -$84,439 $18,860 5.86%
BBSI BARRETT BUSINESS SVCS $11.25 23,230 $261,338 5.74% $96,494 $30,199 13.07%
WFR MEMC ELECTRONIC MATERIALS $22.00 10,300 $226,600 4.98% -$13,109 -$5,974 -2.57%

ORR Turnover

Last Month 47.43%
Last 3 Months 59.57%
Last 6 Months 84.38%
Last 12 Months 174.90%
Data generated 10/11/2008 04:28

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