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
$123M
AUM Growth
+$921K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.69M
3
+$2.59M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$54.2K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$52.8K

Top Sells

1
+$2.61M
2
+$2.04M
3
+$1.8M
4
IP icon
International Paper
IP
+$203K
5
LHX icon
L3Harris
LHX
+$61.4K

Sector Composition

1 Technology 22.89%
2 Industrials 13.06%
3 Communication Services 8.84%
4 Financials 8.47%
5 Healthcare 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$364K 0.3%
2,891
+97
52
$356K 0.29%
2,042
53
$332K 0.27%
2,535
+85
54
$331K 0.27%
4,007
+115
55
$307K 0.25%
4,818
56
$297K 0.24%
2,413
+76
57
$288K 0.23%
5,178
+949
58
$281K 0.23%
5,271
+15
59
– –
-4,321
60
– –
-21,943
61
– –
-39,431
62
– –
-68,415
1 2
3