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
$236M
AUM Growth
+$64.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$7.95M
3
+$6.36M
4
MSFT icon
Microsoft
MSFT
+$5.85M
5
BUD icon
AB InBev
BUD
+$4.95M

Top Sells

1
+$6.47M
2
+$5.56M
3
+$4.06M
4
C icon
Citigroup
C
+$3.95M
5
PRKS icon
United Parks & Resorts
PRKS
+$2.5M

Sector Composition

1 Consumer Staples 30.67%
2 Financials 28.97%
3 Industrials 8.96%
4 Communication Services 7.89%
5 Materials 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.04M 0.56%
82,677
-49,494
27
$2.96M 0.54%
385,635
-529,232
28
$2.91M 0.53%
915,310
+423,421
29
$2.24M 0.41%
71,492
+21,492
30
$1.18M 0.22%
10,000
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