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
$114M
AUM Growth
+$3.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$2.26M
3
+$2.26M
4
COHR icon
Coherent
COHR
+$813K
5
NVDA icon
NVIDIA
NVDA
+$248K

Top Sells

1
+$837K
2
+$548K
3
+$393K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$374K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$225K

Sector Composition

1 Technology 26.83%
2 Communication Services 9.79%
3 Industrials 9.6%
4 Financials 8.94%
5 Healthcare 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$430K 0.38%
4,933
-705
52
$414K 0.36%
4,398
-400
53
$388K 0.34%
5,522
-758
54
$366K 0.32%
2,558
-242
55
$353K 0.31%
2,913
-272
56
$345K 0.3%
2,042
-127
57
$327K 0.29%
5,683
-175
58
$327K 0.29%
16,040
-874
59
$309K 0.27%
2,332
-230
60
$277K 0.24%
1,063
61
$253K 0.22%
4,784
-674
62
$248K 0.22%
+11,970
63
$237K 0.21%
4,022
-271
64
– –
-3,691
1 2
3