OIM
Orca Investment Management Portfolio holdings
AUM
$111M
This Quarter Return
+7.36%
1 Year Return
+19.84%
3 Year Return
+71.05%
5 Year Return
–
10 Year Return
–
AUM
$113M
AUM Growth
+$113M
(-3.1%)
Cap. Flow
-$4.69M
Cap. Flow
% of AUM
-4.17%
Top 10 Holdings %
Top 10 Hldgs %
33.38%
Holding
92
New
10
Increased
11
Reduced
39
Closed
13
Top Buys
| 1 |
ProShares Ultra Russell2000
UWM
|
$3.27M |
| 2 |
OneSpan
OSPN
|
$3M |
| 3 |
Alerian MLP ETF
AMLP
|
$2.37M |
| 4 |
GAP
The Gap, Inc.
GAP
|
$2.27M |
| 5 |
UMPQ
Umpqua Holdings Corp
UMPQ
|
$2.2M |
Top Sells
| 1 |
The Greenbrier Companies
GBX
|
$4.24M |
| 2 |
Matador Resources
MTDR
|
$3.69M |
| 3 |
United Rentals
URI
|
$2.83M |
| 4 |
Herc Holdings
HRI
|
$2.65M |
| 5 |
Qualcomm
QCOM
|
$2.61M |
Sector Composition
| 1 | Technology | 15.2% |
| 2 | Industrials | 13.07% |
| 3 | Consumer Discretionary | 10.79% |
| 4 | Healthcare | 10.28% |
| 5 | Financials | 8.92% |
