OIM
Orca Investment Management Portfolio holdings
AUM
$111M
This Quarter Return
+6.44%
1 Year Return
+19.84%
3 Year Return
+71.05%
5 Year Return
–
10 Year Return
–
AUM
$110M
AUM Growth
+$110M
(+6.9%)
Cap. Flow
+$2.13M
Cap. Flow
% of AUM
1.94%
Top 10 Holdings %
Top 10 Hldgs %
37.52%
Holding
76
New
7
Increased
10
Reduced
29
Closed
7
Top Buys
| 1 |
DuPont de Nemours
DD
|
$2.15M |
| 2 |
RDUS
Radius Recycling
RDUS
|
$1.81M |
| 3 |
Apple
AAPL
|
$1.58M |
| 4 |
ProShares Ultra S&P500
SSO
|
$1.58M |
| 5 |
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
|
$1.23M |
Top Sells
| 1 |
BFX
BowFlex Inc.
BFX
|
$2.79M |
| 2 |
OneSpan
OSPN
|
$2.16M |
| 3 |
VIAB
Viacom Inc. Class B
VIAB
|
$1.72M |
| 4 |
ANTX
Anthem, Inc.
ANTX
|
$504K |
| 5 |
EXCU
Exelon Corporation
EXCU
|
$463K |
Sector Composition
| 1 | Technology | 18.73% |
| 2 | Consumer Discretionary | 11.46% |
| 3 | Financials | 9.74% |
| 4 | Communication Services | 9.7% |
| 5 | Consumer Staples | 7.95% |