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
$129M
AUM Growth
-$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$3.62M
3
+$2.93M
4
DIS icon
Walt Disney
DIS
+$2.82M
5
PYPL icon
PayPal
PYPL
+$2.44M

Top Sells

1
+$13M
2
+$4.64M
3
+$4.22M
4
LDOS icon
Leidos
LDOS
+$3.53M
5
DD icon
DuPont de Nemours
DD
+$2.92M

Sector Composition

1 Industrials 17.65%
2 Financials 15.87%
3 Technology 10.52%
4 Healthcare 10.5%
5 Utilities 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.44M 0.87%
+29,014
27
$2.35M 0.84%
+48,709
28
$2.31M 0.83%
22,790
-8,476
29
$2.16M 0.77%
+68,155
30
$1.78M 0.64%
15,148
-1,381
31
$1.46M 0.52%
20,000
-14,490
32
$1.31M 0.47%
+21,318
33
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34
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-101,510
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