OCA

Otter Creek Advisors Portfolio holdings

AUM $133M
1-Year Est. Return 37.04%
This Quarter Est. Return
1 Year Est. Return
+37.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$85.4M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$5.28M
2
+$5.06M
3
+$4.83M
4
LNCE
Snyders-Lance, Inc.
LNCE
+$4.79M
5
LMNR icon
Limoneira
LMNR
+$4.58M

Top Sells

No sells this quarter

Sector Composition

1 Financials 29.47%
2 Consumer Staples 26.41%
3 Communication Services 7.7%
4 Materials 6.95%
5 Industrials 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.31M 0.89%
+110,000
27
$1.28M 0.87%
+45,000
28
$1.14M 0.77%
+10,000
29
$1.12M 0.76%
+15,000
30
$1.08M 0.73%
+13,000
31
$1.04M 0.71%
+40,000
32
$1.01M 0.68%
+23,824
33
$1M 0.68%
+26,000
34
$909K 0.62%
+195,000
35
$388K 0.26%
+12,539
36
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