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
$114M
AUM Growth
+$1.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.6M
3
+$1.38M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.36M
5
MOS icon
The Mosaic Company
MOS
+$1.22M

Top Sells

1
+$2.79M
2
+$2.46M
3
+$2.43M
4
EMKR
Emcore Corp
EMKR
+$2.32M
5
PYPL icon
PayPal
PYPL
+$2.27M

Sector Composition

1 Technology 19.19%
2 Financials 9.95%
3 Industrials 9.38%
4 Consumer Discretionary 8.73%
5 Materials 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-62,437
77
– –
-35,494
78
– –
-145,008
79
– –
-667
80
– –
-7,056
81
– –
-28,286
1 2 3
4