OIM

Orca Investment Management Portfolio holdings

AUM $111M
1-Year Est. Return 19.84%
This Quarter Est. Return
1 Year Est. Return
+19.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$84.8M
AUM Growth
-$4.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$246K
2
+$238K
3
+$54.9K
4
HD icon
Home Depot
HD
+$2.09K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.96K

Top Sells

1
+$1.97M
2
+$826K
3
+$684K
4
BABA icon
Alibaba
BABA
+$673K
5
DOW icon
Dow Inc
DOW
+$583K

Sector Composition

1 Technology 23.86%
2 Financials 11.06%
3 Communication Services 10.86%
4 Consumer Staples 9.76%
5 Healthcare 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.37M 1.61%
26,547
-253
27
$1.21M 1.42%
4,064
+3
28
$1.2M 1.41%
63,525
+78
29
$1.11M 1.31%
21,989
+26
30
$939K 1.11%
7,254
-96
31
$922K 1.09%
20,768
-1,956
32
$906K 1.07%
2,382
-78
33
$852K 1%
24,983
+28
34
$837K 0.99%
15,924
-911
35
$752K 0.89%
8,505
-281
36
$736K 0.87%
4,701
-5,275
37
$732K 0.86%
12,580
-672
38
$731K 0.86%
8,420
-260
39
$722K 0.85%
5,540
+1,889
40
$705K 0.83%
25,540
+1,990
41
$693K 0.82%
4,293
+10
42
$645K 0.76%
4,701
-374
43
$640K 0.75%
15,650
-39
44
$599K 0.71%
28,981
-26,136
45
$585K 0.69%
8,474
46
$546K 0.64%
2,325
-103
47
$540K 0.64%
4,340
+9
48
$500K 0.59%
2,415
49
$495K 0.58%
6,540
+15
50
$495K 0.58%
17,327
-121
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