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
$76.6M
AUM Growth
-$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1 +$40.8K
2 +$38K
3 +$17.5K

Top Sells

1 +$10.4M
2 +$10.3M
3 +$1.95M
4
POWW icon
Outdoor Holding Co
POWW
+$439K
5
AAPL icon
Apple
AAPL
+$276K

Sector Composition

1 Technology 25.57%
2 Healthcare 12.61%
3 Industrials 12.12%
4 Communication Services 10.21%
5 Financials 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$349K 0.46%
4,002
-90
52
$318K 0.42%
4,345
-130
53
$282K 0.37%
2,042
54
$279K 0.36%
4,566
-125
55
$279K 0.36%
2,523
-84
56
$270K 0.35%
2,403
-77
57
$214K 0.28%
5,144
-127
58
-4,384
59
-8,070