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
$100M
AUM Growth
-$6.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$297K
3
+$10.2K
4
JPM icon
JPMorgan Chase
JPM
+$5.89K
5
HD icon
Home Depot
HD
+$5.5K

Top Sells

1
+$1.9M
2
+$149K
3
+$90.6K
4
AVGO icon
Broadcom
AVGO
+$78.2K
5
AAPL icon
Apple
AAPL
+$65.5K

Sector Composition

1 Technology 28.35%
2 Communication Services 11.39%
3 Healthcare 11.34%
4 Financials 10.08%
5 Consumer Discretionary 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$341K 0.34%
2,866
+13
52
$325K 0.32%
2,283
+14
53
$318K 0.32%
9,775
54
$297K 0.3%
+1,778
55
$284K 0.28%
3,949
56
$275K 0.27%
2,514
+11
57
$246K 0.25%
3,472
58
$211K 0.21%
822
59
– –
-14,700
1 2
3