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
$107M
AUM Growth
+$2.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.21M
3
+$964K
4
JNJ icon
Johnson & Johnson
JNJ
+$544K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$16.6K

Top Sells

1
+$2.6M
2
+$2.17M
3
+$867K
4
MSFT icon
Microsoft
MSFT
+$609K
5
AAPL icon
Apple
AAPL
+$437K

Sector Composition

1 Technology 27.84%
2 Healthcare 14.33%
3 Communication Services 11.12%
4 Financials 9.06%
5 Industrials 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.48M 1.38%
7,379
-746
27
$1.41M 1.32%
7,839
-373
28
$1.33M 1.24%
17,385
-320
29
$1.32M 1.23%
478,500
30
$1.17M 1.1%
3,949
-157
31
$1.06M 0.99%
38,958
-4,089
32
$970K 0.91%
10,441
-421
33
$851K 0.8%
12,918
34
$821K 0.77%
4,509
-365
35
$722K 0.68%
2,891
-227
36
$687K 0.64%
3,926
-155
37
$682K 0.64%
3,534
-238
38
$659K 0.62%
7,206
-288
39
$654K 0.61%
35,674
-3,678
40
$591K 0.55%
17,918
-651
41
$571K 0.53%
6,066
-856
42
$554K 0.52%
19,977
-1,218
43
$548K 0.51%
4,476
-186
44
$528K 0.49%
1,265
-180
45
$506K 0.47%
4,025
-573
46
$486K 0.46%
2,997
-243
47
$440K 0.41%
3,879
-325
48
$437K 0.41%
3,763
-220
49
$425K 0.4%
5,876
-824
50
$419K 0.39%
2,703
-221
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2
3