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
$114M
AUM Growth
+$1.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.6M
3
+$1.38M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.36M
5
MOS icon
The Mosaic Company
MOS
+$1.22M

Top Sells

1
+$2.79M
2
+$2.46M
3
+$2.43M
4
EMKR
Emcore Corp
EMKR
+$2.32M
5
PYPL icon
PayPal
PYPL
+$2.27M

Sector Composition

1 Technology 19.19%
2 Financials 9.95%
3 Industrials 9.38%
4 Consumer Discretionary 8.73%
5 Materials 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.68M 1.47%
+27,820
27
$1.6M 1.4%
+30,001
28
$1.59M 1.39%
11,605
29
$1.57M 1.37%
14,642
30
$1.5M 1.31%
28,440
-1,640
31
$1.45M 1.27%
52,050
32
$1.42M 1.25%
45,888
-596
33
$1.42M 1.24%
19,862
34
$1.38M 1.2%
+77,535
35
$1.37M 1.2%
29,770
+1,055
36
$1.36M 1.19%
+5,088
37
$1.22M 1.07%
43,876
-543
38
$1.22M 1.07%
+47,555
39
$1.21M 1.06%
10,079
-45
40
$1.19M 1.04%
+77,982
41
$1.13M 0.99%
19,273
-85
42
$1.1M 0.96%
32,045
-81,120
43
$1.08M 0.94%
14,458
44
$1.07M 0.94%
20,473
45
$1.07M 0.94%
28,811
-130
46
$1.06M 0.93%
7,575
+200
47
$1.01M 0.88%
1,243
+117
48
$957K 0.84%
3,755
49
$951K 0.83%
52,636
-21,062
50
$891K 0.78%
5,845
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