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
$113M
AUM Growth
+$5.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$2.57M
3
+$2.5M
4
OIH icon
VanEck Oil Services ETF
OIH
+$2.43M
5
CIEN icon
Ciena
CIEN
+$1.46M

Top Sells

1
+$3.03M
2
+$2.94M
3
+$2.76M
4
KHC icon
Kraft Heinz
KHC
+$2.69M
5
JCP
J.C. Penney Company, Inc.
JCP
+$1.29M

Sector Composition

1 Technology 24.19%
2 Financials 11.29%
3 Consumer Discretionary 8.02%
4 Healthcare 7.84%
5 Industrials 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-12,330
77
– –
-31,415
78
– –
-276,464
79
– –
-7,585
1 2 3
4