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
$108M
AUM Growth
-$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$530K
3
+$249K
4
VZ icon
Verizon
VZ
+$150K
5
BA icon
Boeing
BA
+$29.6K

Top Sells

1
+$850K
2
+$657K
3
+$288K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$89.8K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$75.1K

Sector Composition

1 Technology 20.65%
2 Industrials 11.88%
3 Healthcare 9.35%
4 Communication Services 8.35%
5 Financials 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$396K 0.37%
2,975
+84
52
$356K 0.33%
4,475
+118
53
$350K 0.32%
4,092
+85
54
$335K 0.31%
2,480
+67
55
$328K 0.3%
4,691
56
$298K 0.28%
2,607
+72
57
$297K 0.27%
2,042
58
$242K 0.22%
5,271
59
$226K 0.21%
4,384
-434
60
– –
-5,178
1 2
3