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
$123M
AUM Growth
+$921K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.69M
3
+$2.59M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$54.2K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$52.8K

Top Sells

1
+$2.61M
2
+$2.04M
3
+$1.8M
4
IP icon
International Paper
IP
+$203K
5
LHX icon
L3Harris
LHX
+$61.4K

Sector Composition

1 Technology 22.89%
2 Industrials 13.06%
3 Communication Services 8.84%
4 Financials 8.47%
5 Healthcare 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.3M 1.06%
20,660
-550
27
$1.26M 1.03%
7,094
+90
28
$1.15M 0.94%
7,060
-160
29
$1.13M 0.92%
8,283
-344
30
$1.11M 0.91%
21,825
-94
31
$1.09M 0.89%
22,046
+310
32
$1.09M 0.89%
43,224
+873
33
$899K 0.73%
10,204
-274
34
$846K 0.69%
16,335
+306
35
$789K 0.64%
3,842
-101
36
$784K 0.64%
4,838
+165
37
$751K 0.61%
39,700
+793
38
$738K 0.6%
3,245
+104
39
$731K 0.6%
3,816
+2
40
$662K 0.54%
7,280
-173
41
$649K 0.53%
3,880
-100
42
$645K 0.53%
4,702
-120
43
$626K 0.51%
7,160
44
$607K 0.5%
7,200
45
$561K 0.46%
10,745
+201
46
$522K 0.43%
3,414
+107
47
$490K 0.4%
1,483
48
$458K 0.37%
9,706
-630
49
$427K 0.35%
4,357
+138
50
$388K 0.32%
4,691
1
2
3