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
$172M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$9.83M
3
+$9.81M
4
CVGW icon
Calavo Growers
CVGW
+$8.59M
5
MDLZ icon
Mondelez International
MDLZ
+$8.58M

Top Sells

No sells this quarter

Sector Composition

1 Financials 31.11%
2 Consumer Staples 29.7%
3 Industrials 8.83%
4 Communication Services 6.63%
5 Materials 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.05M 0.89%
+145,195
27
$2.57M 0.75%
+143,000
28
$2.5M 0.73%
+126,945
29
$2.32M 0.68%
+20,101
30
$2.04M 0.6%
+50,000
31
$1.01M 0.3%
+10,000
32
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