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
$95.6M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1 +$8.91M
2 +$6.24M
3 +$4.23M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.14M
5
DD icon
DuPont de Nemours
DD
+$2.94M

Top Sells

No sells this quarter

Sector Composition

1 Technology 25.71%
2 Communication Services 10.51%
3 Financials 9.97%
4 Healthcare 7.41%
5 Industrials 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$440K 0.46%
+6,796
52
$432K 0.45%
+2,996
53
$411K 0.43%
+5,120
54
$392K 0.41%
+10,431
55
$370K 0.39%
+2,745
56
$348K 0.36%
+1
57
$347K 0.36%
+15,963
58
$343K 0.36%
+1,463
59
$342K 0.36%
+3,410
60
$340K 0.36%
+2,346
61
$326K 0.34%
+5,872
62
$309K 0.32%
+6,555
63
$260K 0.27%
+7,676