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
$194M
AUM Growth
-$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$5.46M
3
+$4.86M
4
MDLZ icon
Mondelez International
MDLZ
+$4.59M
5
NTR icon
Nutrien
NTR
+$4.51M

Top Sells

1
+$8.73M
2
+$8.22M
3
+$7.79M
4
BAC icon
Bank of America
BAC
+$7.25M
5
NUE icon
Nucor
NUE
+$5.09M

Sector Composition

1 Industrials 24.8%
2 Financials 13.9%
3 Materials 13.61%
4 Technology 11.28%
5 Healthcare 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.43M 0.72%
25,788
-4,551
27
$3.36M 0.71%
40,116
-22,297
28
$2.14M 0.45%
+27,315
29
$2.13M 0.45%
+18,866
30
$1.49M 0.31%
+51,132
31
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