OIM
Orca Investment Management Portfolio holdings
AUM
$111M
This Quarter Return
+2.69%
1 Year Return
+19.84%
3 Year Return
+71.05%
5 Year Return
–
10 Year Return
–
AUM
$84.8M
AUM Growth
+$84.8M
(-5.5%)
Cap. Flow
-$6.39M
Cap. Flow
% of AUM
-7.53%
Top 10 Holdings %
Top 10 Hldgs %
38.48%
Holding
69
New
–
Increased
18
Reduced
40
Closed
3
Top Buys
| 1 |
Walt Disney
DIS
|
$246K |
| 2 |
WBA
Walgreens Boots Alliance
WBA
|
$238K |
| 3 |
Broadcom
AVGO
|
$54.9K |
| 4 |
Home Depot
HD
|
$2.09K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$1.96K |
Top Sells
| 1 |
The Communication Services Select Sector SPDR Fund
XLC
|
$1.97M |
| 2 |
Snap-on
SNA
|
$826K |
| 3 |
BBL
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
|
$684K |
| 4 |
Alibaba
BABA
|
$673K |
| 5 |
Dow Inc
DOW
|
$583K |
Sector Composition
| 1 | Technology | 23.86% |
| 2 | Financials | 11.06% |
| 3 | Communication Services | 10.86% |
| 4 | Consumer Staples | 9.76% |
| 5 | Healthcare | 9.29% |
