OIM

Orca Investment Management Portfolio holdings

AUM $111M
1-Year Est. Return 19.84%
This Quarter Est. Return
1 Year Est. Return
+19.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$4.38M
3
+$4.14M
4
TBT icon
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
+$4.11M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.94M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 18.44%
2 Energy 13.02%
3 Technology 11.94%
4 Healthcare 11.91%
5 Consumer Staples 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$636K 0.52%
+15,387
52
$593K 0.48%
+8,448
53
$528K 0.43%
+20,305
54
$502K 0.41%
+8,036
55
$485K 0.39%
+6,840
56
$483K 0.39%
+4,975
57
$470K 0.38%
+4,691
58
$466K 0.38%
+4,823
59
$461K 0.37%
+18,979
60
$461K 0.37%
+5,547
61
$459K 0.37%
+21,424
62
$458K 0.37%
+3,408
63
$441K 0.36%
+7,190
64
$440K 0.36%
+7,854
65
$435K 0.35%
+11,357
66
$425K 0.35%
+4,486
67
$424K 0.34%
+11,238
68
$421K 0.34%
+26,522
69
$419K 0.34%
+3,433
70
$409K 0.33%
+45,290
71
$401K 0.33%
+5,718
72
$395K 0.32%
+10,927
73
$391K 0.32%
+29,760
74
$386K 0.31%
+8,432
75
$377K 0.31%
+5,268
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3
4