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
$78.1M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.92M
3
+$1.12M
4
BLNE
Beeline Holdings
BLNE
+$962K
5
KMI icon
Kinder Morgan
KMI
+$85.6K

Top Sells

1
+$3.32M
2
+$2.82M
3
+$969K
4
CY
Cypress Semiconductor
CY
+$923K
5
OIH icon
VanEck Oil Services ETF
OIH
+$638K

Sector Composition

1 Technology 17.83%
2 Financials 16.38%
3 Communication Services 10.74%
4 Healthcare 10.68%
5 Consumer Staples 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.26M 1.62%
9,898
-66
27
$1.15M 1.48%
11,826
+296
28
$1.02M 1.31%
24,663
+649
29
$1.01M 1.29%
4,024
-14
30
$1M 1.28%
62,865
-222
31
$999K 1.28%
21,682
+335
32
$964K 1.23%
18,460
-680
33
$964K 1.23%
7,469
+361
34
$885K 1.13%
25,437
-2,004
35
$836K 1.07%
19,210
-22,270
36
$787K 1.01%
26,943
-1,837
37
$768K 0.98%
15,552
+309
38
$756K 0.97%
2,695
-2,273
39
$755K 0.97%
14,943
-1,194
40
$715K 0.92%
9,520
-440
41
$631K 0.81%
5,714
-247
42
$616K 0.79%
14,709
-956
43
$584K 0.75%
6,334
+89
44
$545K 0.7%
4,155
+84
45
$476K 0.61%
11,456
46
$467K 0.6%
11,782
47
$450K 0.58%
4,103
-115
48
$449K 0.57%
8,616
+119
49
$412K 0.53%
19,112
+437
50
$410K 0.52%
2,456
1
2
3