OIM

Orca Investment Management Portfolio holdings

AUM $122M
1-Year Est. Return 27.87%
This Quarter Est. Return
1 Year Est. Return
+27.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
-$2.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.51M
3
+$935K
4
PXLW icon
Pixelworks
PXLW
+$538K
5
ACM icon
Aecom
ACM
+$131K

Top Sells

1
+$3.21M
2
+$2.06M
3
+$2M
4
MPC icon
Marathon Petroleum
MPC
+$1.59M
5
HD icon
Home Depot
HD
+$211K

Sector Composition

1 Technology 20.12%
2 Consumer Discretionary 11.32%
3 Financials 10.42%
4 Communication Services 9.68%
5 Consumer Staples 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.63M 1.52%
145,296
-3,400
27
$1.51M 1.41%
27,310
-300
28
$1.48M 1.38%
19,862
29
$1.47M 1.38%
33,008
+342
30
$1.44M 1.35%
11,605
31
$1.41M 1.32%
73,698
32
$1.34M 1.25%
14,642
-1,000
33
$1.31M 1.23%
48,133
-614
34
$1.29M 1.2%
276,464
-16,947
35
$1.17M 1.09%
10,147
-353
36
$1.13M 1.06%
46,124
-629
37
$1.1M 1.02%
12,330
-63
38
$976K 0.91%
7,375
39
$969K 0.91%
28,715
-700
40
$967K 0.9%
14,458
-209
41
$937K 0.88%
28,983
+4,046
42
$935K 0.87%
+112,400
43
$912K 0.85%
20,473
44
$833K 0.78%
3,755
45
$824K 0.77%
5,845
46
$817K 0.76%
15,146
-271
47
$749K 0.7%
17,439
48
$644K 0.6%
17,956
49
$609K 0.57%
12,144
50
$587K 0.55%
10,957
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