OIM

Orca Investment Management Portfolio holdings

AUM $118M
1-Year Est. Return 36.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$198K
3
+$16.5K
4
LLY icon
Eli Lilly
LLY
+$14.1K
5
CVX icon
Chevron
CVX
+$11K

Top Sells

1
+$1M
2
+$178K
3
+$168K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$131K
5
COHR icon
Coherent
COHR
+$91.9K

Sector Composition

1 Technology 31.57%
2 Healthcare 12.39%
3 Communication Services 11.87%
4 Financials 8.61%
5 Consumer Discretionary 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.47M 1.2%
17,609
-349
27
$1.46M 1.2%
9,469
-144
28
$1.43M 1.17%
1,876
+19
29
$1.35M 1.11%
3,897
-4
30
$1.11M 0.91%
4,800
-64
31
$1.11M 0.91%
37,464
-342
32
$973K 0.8%
34,358
-296
33
$949K 0.78%
12,918
34
$933K 0.76%
17,830
+27
35
$923K 0.76%
20,596
-24
36
$918K 0.75%
20,889
-23,169
37
$905K 0.74%
3,084
-42
38
$898K 0.74%
3,194
39
$796K 0.65%
999
40
$762K 0.62%
4,793
41
$708K 0.58%
478,500
42
$660K 0.54%
25,921
-70
43
$604K 0.5%
9,150
-80
44
$594K 0.49%
7,018
-14
45
$544K 0.45%
3,872
-8
46
$542K 0.44%
4,134
-56
47
$509K 0.42%
4,442
-6
48
$491K 0.4%
3,197
-41
49
$465K 0.38%
4,124
-39
50
$443K 0.36%
4,641
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