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
$87.7M
AUM Growth
+$9.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$760K
3
+$365K
4
VZ icon
Verizon
VZ
+$108K
5
WBA
Walgreens Boots Alliance
WBA
+$60.2K

Top Sells

1
+$138K
2
+$122K
3
+$118K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$95.2K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$84.5K

Sector Composition

1 Technology 21.27%
2 Financials 14.97%
3 Healthcare 9.84%
4 Communication Services 9.61%
5 Consumer Discretionary 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$450K 0.51%
18,990
-122
52
$443K 0.51%
3,950
+140
53
$421K 0.48%
3,792
-311
54
$415K 0.47%
7,718
55
$403K 0.46%
5,893
+201
56
$394K 0.45%
3,180
+114
57
$392K 0.45%
3,471
+121
58
$365K 0.42%
+1,920
59
$346K 0.39%
4,279
+140
60
$327K 0.37%
7,467
61
$327K 0.37%
10,125
62
$307K 0.35%
11,658
63
$301K 0.34%
1
64
$209K 0.24%
20,948
-250
65
$88K 0.1%
7,691
-62
66
$74K 0.08%
5,850
1 2
3