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
$108M
AUM Growth
-$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$530K
3
+$249K
4
VZ icon
Verizon
VZ
+$150K
5
BA icon
Boeing
BA
+$29.6K

Top Sells

1
+$850K
2
+$657K
3
+$288K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$89.8K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$75.1K

Sector Composition

1 Technology 20.65%
2 Industrials 11.88%
3 Healthcare 9.35%
4 Communication Services 8.35%
5 Financials 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.29M 1.19%
7,618
-127
27
$1.27M 1.18%
7,171
+77
28
$1.26M 1.16%
24,790
+2,965
29
$979K 0.91%
20,150
-510
30
$948K 0.88%
8,418
+135
31
$919K 0.85%
43,968
+744
32
$870K 0.8%
16,598
+263
33
$834K 0.77%
22,303
+257
34
$762K 0.7%
4,974
+136
35
$739K 0.68%
3,753
-89
36
$736K 0.68%
6,933
-127
37
$733K 0.68%
9,962
-242
38
$700K 0.65%
3,331
+86
39
$669K 0.62%
39,887
+187
40
$631K 0.58%
3,787
-93
41
$551K 0.51%
4,033
+217
42
$545K 0.5%
7,160
43
$544K 0.5%
7,117
-163
44
$530K 0.49%
+16,753
45
$504K 0.47%
3,507
+93
46
$456K 0.42%
10,920
+175
47
$447K 0.41%
7,076
-124
48
$440K 0.41%
1,483
49
$434K 0.4%
4,602
-100
50
$415K 0.38%
9,391
-315
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3