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
$104M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$288K
3
+$270K
4
AVGO icon
Broadcom
AVGO
+$207K
5
MSFT icon
Microsoft
MSFT
+$195K

Top Sells

1
+$1.1M
2
+$331K
3
+$46.6K
4
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$35K
5
GPN icon
Global Payments
GPN
+$30.5K

Sector Composition

1 Technology 28.1%
2 Healthcare 12.56%
3 Communication Services 10.75%
4 Financials 9.27%
5 Industrials 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$405K 0.39%
2,924
+6
52
$398K 0.38%
3,983
+37
53
$383K 0.37%
2,560
+10
54
$349K 0.34%
1,915
-29
55
$283K 0.27%
2,331
+5
56
$258K 0.25%
5,010
57
– –
-8,456
58
– –
-29,032
1 2
3