OCA
Otter Creek Advisors Portfolio holdings
AUM
$133M
This Quarter Return
-12.95%
1 Year Return
+37.04%
3 Year Return
+117.36%
5 Year Return
+167.21%
10 Year Return
–
AUM
$58.3M
AUM Growth
+$58.3M
(-40%)
Cap. Flow
-$28.7M
Cap. Flow
% of AUM
-49.14%
Top 10 Holdings %
Top 10 Hldgs %
63.17%
Holding
76
New
8
Increased
10
Reduced
5
Closed
18
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$2.48M |
| 2 |
Ameresco
AMRC
|
$2.47M |
| 3 |
BKK
Blackrock Municipal 2020 Term Trust
BKK
|
$2.21M |
| 4 |
Itron
ITRI
|
$2.15M |
| 5 |
Hologic
HOLX
|
$2.14M |
Top Sells
| 1 |
FLIR
FLIR Systems, Inc. (DE) Common Stock
FLIR
|
$5.45M |
| 2 |
Newmont
NEM
|
$4.3M |
| 3 |
PotlatchDeltic
PCH
|
$4.3M |
| 4 |
Walt Disney
DIS
|
$4M |
| 5 |
Trimble
TRMB
|
$3.28M |
Sector Composition
| 1 | Industrials | 23.19% |
| 2 | Healthcare | 20.21% |
| 3 | Financials | 19.65% |
| 4 | Technology | 13.03% |
| 5 | Utilities | 6.43% |
