OIM

Orca Investment Management Portfolio holdings

AUM $127M
1-Year Est. Return 35.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.72%
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
+$52.2K
2
+$47.2K
3
+$19.6K

Top Sells

1
+$10.4M
2
+$10.4M
3
+$1.95M
4
POWW icon
Outdoor Holding Co
POWW
+$641K
5
AAPL icon
Apple
AAPL
+$313K

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
1 2
3