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
$100M
AUM Growth
-$6.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$297K
3
+$10.2K
4
JPM icon
JPMorgan Chase
JPM
+$5.89K
5
HD icon
Home Depot
HD
+$5.5K

Top Sells

1
+$1.9M
2
+$149K
3
+$90.6K
4
AVGO icon
Broadcom
AVGO
+$78.2K
5
AAPL icon
Apple
AAPL
+$65.5K

Sector Composition

1 Technology 28.35%
2 Communication Services 11.39%
3 Healthcare 11.34%
4 Financials 10.08%
5 Consumer Discretionary 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.31M 1.31%
3,887
-93
27
$1.29M 1.29%
56,779
-200
28
$1.28M 1.28%
+7,725
29
$1.1M 1.1%
17,747
-378
30
$1,000K 1%
4,771
+23
31
$977K 0.98%
37,303
+125
32
$975K 0.98%
34,190
+117
33
$965K 0.96%
12,918
34
$936K 0.94%
3,063
+14
35
$884K 0.88%
10,277
-247
36
$687K 0.69%
7,008
-162
37
$660K 0.66%
478,500
38
$654K 0.65%
25,814
+54
39
$580K 0.58%
3,865
-86
40
$560K 0.56%
4,799
41
$547K 0.55%
9,111
+29
42
$546K 0.55%
1,000
43
$541K 0.54%
3,174
+14
44
$488K 0.49%
4,101
+15
45
$451K 0.45%
4,109
+20
46
$447K 0.45%
3,198
47
$434K 0.43%
4,402
-96
48
$413K 0.41%
8,134
49
$364K 0.36%
4,646
50
$357K 0.36%
1,735
-180
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