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
+$3.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$2.26M
3
+$2.26M
4
COHR icon
Coherent
COHR
+$813K
5
NVDA icon
NVIDIA
NVDA
+$248K

Top Sells

1
+$837K
2
+$548K
3
+$393K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$374K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$225K

Sector Composition

1 Technology 26.83%
2 Communication Services 9.79%
3 Industrials 9.6%
4 Financials 8.94%
5 Healthcare 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.79M 1.56%
8,171
-738
27
$1.56M 1.37%
31,540
-2,960
28
$1.54M 1.35%
22,173
-226
29
$1.47M 1.29%
8,985
-883
30
$1.24M 1.08%
22,905
-1,942
31
$1.21M 1.06%
22,785
-366
32
$1.21M 1.06%
7,380
-560
33
$1.18M 1.03%
7,279
-137
34
$1.13M 0.99%
44,334
-5,013
35
$1.06M 0.93%
21,800
-1,510
36
$993K 0.87%
4,515
-359
37
$854K 0.75%
10,792
-757
38
$848K 0.74%
4,056
-284
39
$844K 0.74%
7,653
-549
40
$839K 0.73%
4,959
-334
41
$731K 0.64%
7,514
-1,052
42
$720K 0.63%
16,748
-1,809
43
$654K 0.57%
3,270
-294
44
$616K 0.54%
4,097
-299
45
$589K 0.52%
1,559
-222
46
$550K 0.48%
7,549
-947
47
$526K 0.46%
4,873
-449
48
$498K 0.44%
10,946
-1,237
49
$464K 0.41%
3,321
-297
50
$438K 0.38%
10,336
-95
1
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3