OIM

Orca Investment Management Portfolio holdings

AUM $127M
1-Year Est. Return 35.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$95.9M
AUM Growth
-$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$4.06M
2 +$1.48M
3 +$1.09M
4
RIO icon
Rio Tinto
RIO
+$1.08M
5
BFX
BowFlex Inc.
BFX
+$1.05M

Top Sells

1 +$4.72M
2 +$2.84M
3 +$2.75M
4
AIT icon
Applied Industrial Technologies
AIT
+$2.49M
5
TMO icon
Thermo Fisher Scientific
TMO
+$2.04M

Sector Composition

1 Technology 17.65%
2 Consumer Discretionary 16.97%
3 Healthcare 12.48%
4 Communication Services 10.15%
5 Financials 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-67,184
77
-8,520