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
$107M
AUM Growth
+$2.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.21M
3
+$964K
4
JNJ icon
Johnson & Johnson
JNJ
+$544K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$16.6K

Top Sells

1
+$2.6M
2
+$2.17M
3
+$867K
4
MSFT icon
Microsoft
MSFT
+$609K
5
AAPL icon
Apple
AAPL
+$437K

Sector Composition

1 Technology 27.84%
2 Healthcare 14.33%
3 Communication Services 11.12%
4 Financials 9.06%
5 Industrials 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$417K 0.39%
9,560
-1,016
52
$380K 0.36%
1,915
53
$343K 0.32%
2,370
-190
54
$278K 0.26%
2,151
-180
55
$278K 0.26%
4,393
-617
56
– –
-38,225
57
– –
-20,456
1 2
3