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
$102M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$2.75M
3
+$1.98M
4
AGN
Allergan plc
AGN
+$1.86M
5
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$1.29M

Top Sells

1
+$1.5M
2
+$1.25M
3
+$597K
4
WELL icon
Welltower
WELL
+$451K
5
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$433K

Sector Composition

1 Healthcare 14.45%
2 Technology 13.45%
3 Consumer Discretionary 12.95%
4 Communication Services 9.84%
5 Energy 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-61,039
77
– –
-53,583
1 2 3
4