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
$281M
AUM Growth
-$48.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$11M
3
+$11M
4
LDOS icon
Leidos
LDOS
+$8.49M
5
BAC icon
Bank of America
BAC
+$7.85M

Top Sells

1
+$15.3M
2
+$13.3M
3
+$9.09M
4
DBRG icon
DigitalBridge
DBRG
+$8.88M
5
PYPL icon
PayPal
PYPL
+$8.26M

Sector Composition

1 Financials 27.73%
2 Industrials 27.47%
3 Materials 11.02%
4 Healthcare 7.59%
5 Technology 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.81M 0.83%
+97,641
27
$5.69M 0.82%
+105,713
28
$5.25M 0.75%
71,284
-112,251
29
$5.05M 0.72%
+51,506
30
$4.86M 0.7%
+81,699
31
$4.77M 0.68%
+98,541
32
$3.12M 0.45%
68,258
-194,588
33
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