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
$103M
AUM Growth
+$6.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$2.64M
3
+$2.14M
4
FAST icon
Fastenal
FAST
+$1.9M
5
EMKR
Emcore Corp
EMKR
+$1.89M

Top Sells

1
+$2.4M
2
+$2.33M
3
+$2.05M
4
AGN
Allergan plc
AGN
+$1.86M
5
LMT icon
Lockheed Martin
LMT
+$1.35M

Sector Composition

1 Technology 18.11%
2 Consumer Discretionary 15.18%
3 Communication Services 11.68%
4 Financials 10.4%
5 Consumer Staples 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-44,513
77
– –
-5,616
78
– –
-15,680
79
– –
-8,960
80
– –
-33,950
1 2 3
4