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
$123M
AUM Growth
+$1.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$3.68M
2
+$313K
3
+$143K
4
SBCF icon
Seacoast Banking Corp of Florida
SBCF
+$135K
5
XYL icon
Xylem
XYL
+$96.2K

Top Sells

1
+$3.17M
2
+$1.7M
3
+$1.61M
4
OXY icon
Occidental Petroleum
OXY
+$1.41M
5
TRMB icon
Trimble
TRMB
+$1.24M

Sector Composition

1 Industrials 18.11%
2 Financials 14.22%
3 Healthcare 11.38%
4 Materials 10.47%
5 Consumer Discretionary 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.71M 1.05%
34,362
-11,306
27
$2.71M 1.05%
50,756
28
$2.47M 0.96%
63,402
29
$2.2M 0.85%
36,202
30
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