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
$104M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$288K
3
+$270K
4
AVGO icon
Broadcom
AVGO
+$207K
5
MSFT icon
Microsoft
MSFT
+$195K

Top Sells

1
+$1.1M
2
+$331K
3
+$46.6K
4
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$35K
5
GPN icon
Global Payments
GPN
+$30.5K

Sector Composition

1 Technology 28.1%
2 Healthcare 12.56%
3 Communication Services 10.75%
4 Financials 9.27%
5 Industrials 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.57M 1.5%
19,839
-12
27
$1.38M 1.33%
8,125
+11
28
$1.28M 1.22%
17,705
29
$1.25M 1.2%
8,212
+638
30
$1.19M 1.14%
4,106
+343
31
$1.08M 1.04%
43,047
+69
32
$1M 0.96%
478,500
33
$983K 0.94%
3,772
+195
34
$929K 0.89%
10,862
+915
35
$809K 0.78%
12,918
36
$755K 0.73%
4,874
+9
37
$726K 0.7%
3,118
+8
38
$719K 0.69%
7,494
+466
39
$694K 0.67%
39,352
+287
40
$693K 0.67%
4,081
+359
41
$645K 0.62%
6,922
42
$610K 0.59%
21,195
-15
43
$588K 0.56%
18,569
+1,725
44
$557K 0.54%
1,445
45
$485K 0.47%
4,598
46
$475K 0.46%
3,240
-96
47
$461K 0.44%
6,700
48
$427K 0.41%
10,576
+73
49
$421K 0.4%
4,662
+363
50
$409K 0.39%
4,204
+10
1
2
3