OIM
Orca Investment Management Portfolio holdings
AUM
$111M
1-Year Return
19.84%
This Quarter Return
-9.67%
1 Year Return
+19.84%
3 Year Return
+71.05%
5 Year Return
–
10 Year Return
–
AUM
$81.5M
AUM Growth
-$26.9M
(-25%)
Cap. Flow
-$19.2M
Cap. Flow
% of AUM
-23.52%
Top 10 Holdings %
Top 10 Hldgs %
36.13%
Holding
86
New
6
Increased
5
Reduced
32
Closed
14
Top Buys
| 1 |
JASO
JA Solar Holdings, Co., Ltd
JASO
|
$4.51M |
| 2 |
VIAB
Viacom Inc. Class B
VIAB
|
$2.26M |
| 3 |
Freshpet
FRPT
|
$1.9M |
| 4 |
Tri Pointe Homes
TPH
|
$1.56M |
| 5 |
Walt Disney
DIS
|
$1.34M |
Top Sells
| 1 |
Qorvo
QRVO
|
$3.91M |
| 2 |
ProShares Ultra Russell2000
UWM
|
$3.38M |
| 3 |
Intel
INTC
|
$2.49M |
| 4 |
Skyworks Solutions
SWKS
|
$2.34M |
| 5 |
Alerian MLP ETF
AMLP
|
$2.15M |
Sector Composition
| 1 | Technology | 17.42% |
| 2 | Financials | 13.02% |
| 3 | Consumer Discretionary | 11.89% |
| 4 | Healthcare | 11.36% |
| 5 | Industrials | 10.69% |
