OIM

Orca Investment Management Portfolio holdings

AUM $111M
1-Year Est. Return 19.84%
This Quarter Est. Return
1 Year Est. Return
+19.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
+$7.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$2.15M
2 +$1.81M
3 +$1.58M
4
SSO icon
ProShares Ultra S&P500
SSO
+$1.58M
5
ASHR icon
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
+$1.23M

Top Sells

1 +$2.79M
2 +$2.16M
3 +$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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-9,563