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
$105M
AUM Growth
-$2.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$425K
2
+$290K
3
+$205K
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$89.8K
5
GS icon
Goldman Sachs
GS
+$52.5K

Top Sells

1
+$3.17M
2
+$1.94M
3
+$313K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$127K
5
AAPL icon
Apple
AAPL
+$98.6K

Sector Composition

1 Technology 30.86%
2 Communication Services 13%
3 Financials 9.31%
4 Healthcare 8.4%
5 Industrials 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$377K 0.36%
2,722
+19
52
$301K 0.29%
2,389
+19
53
$299K 0.29%
2,166
+15
54
$290K 0.28%
+10,598
55
$277K 0.26%
4,372
-21
56
$205K 0.2%
+822
57
– –
-23,994
58
– –
-35,682
1 2
3