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
$174M
AUM Growth
-$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$5.06M
3
+$4.98M
4
DIS icon
Walt Disney
DIS
+$3.98M
5
KLXE icon
KLX Energy Services
KLXE
+$2.65M

Top Sells

1
+$11.5M
2
+$6.38M
3
+$5.64M
4
ASH icon
Ashland
ASH
+$5.22M
5
KLXI
KLX Inc.
KLXI
+$4.55M

Sector Composition

1 Industrials 22.72%
2 Financials 14.78%
3 Technology 13.04%
4 Materials 11.03%
5 Healthcare 10.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.33M 0.83%
34,490
-24,133
27
$2.92M 0.73%
22,497
-3,291
28
$2.65M 0.66%
+16,529
29
$1.99M 0.5%
+112,119
30
$1.85M 0.46%
16,569
-2,297
31
$1.11M 0.28%
+18,112
32
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