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
$91.8M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.51M
3
+$1.34M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$811K
5
IFF icon
International Flavors & Fragrances
IFF
+$623K

Top Sells

1
+$1.66M
2
+$141K
3
+$138K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$124K
5
BA icon
Boeing
BA
+$75K

Sector Composition

1 Technology 29.34%
2 Healthcare 14.54%
3 Communication Services 9.55%
4 Financials 9.49%
5 Industrials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$391K 0.43%
6,896
52
$382K 0.42%
2,574
+50
53
$381K 0.42%
9,226
-165
54
$373K 0.41%
4,179
-107
55
$338K 0.37%
2,449
+44
56
$328K 0.36%
1,944
57
$249K 0.27%
4,570
-183
58
$236K 0.26%
5,129
-15
59
– –
-50,544
1 2
3