OCA

Otter Creek Advisors Portfolio holdings

AUM $101M
1-Year Est. Return 29.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$97.2M
AUM Growth
-$4.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$4.52M
2
+$2.13M
3
+$1.97M
4
HOLX icon
Hologic
HOLX
+$1.77M
5
AON icon
Aon
AON
+$1.58M

Top Sells

1
+$3.79M
2
+$2.98M
3
+$2.72M
4
LDOS icon
Leidos
LDOS
+$2.67M
5
NTR icon
Nutrien
NTR
+$2.53M

Sector Composition

1 Industrials 19.83%
2 Financials 16.15%
3 Healthcare 14.22%
4 Materials 9.38%
5 Technology 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.87M 1.92%
15,208
-4,564
27
$1.85M 1.91%
+35,483
28
$1.82M 1.87%
179,860
+79,860
29
$1.29M 1.33%
+154,168
30
$1.29M 1.33%
+52,483
31
$896K 0.92%
+100,000
32
$737K 0.76%
+49,471
33
$322K 0.33%
+10,000
34
$294K 0.3%
+43,430
35
$192K 0.2%
+13,247
36
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0
37
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38
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39
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40
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41
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42
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47
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48
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