OCA
Otter Creek Advisors Portfolio holdings
AUM
$133M
This Quarter Return
+21.39%
1 Year Return
+37.04%
3 Year Return
+117.36%
5 Year Return
+167.21%
10 Year Return
–
AUM
$72.5M
AUM Growth
+$72.5M
(+24%)
Cap. Flow
+$1.24M
Cap. Flow
% of AUM
1.71%
Top 10 Holdings %
Top 10 Hldgs %
58.35%
Holding
51
New
7
Increased
6
Reduced
6
Closed
8
Top Buys
| 1 |
LPL Financial
LPLA
|
$3.36M |
| 2 |
Vertiv
VRT
|
$3.34M |
| 3 |
Ball Corp
BALL
|
$3.28M |
| 4 |
Analog Devices
ADI
|
$2.38M |
| 5 |
Qorvo
QRVO
|
$2.12M |
Top Sells
| 1 |
L3Harris
LHX
|
$5.07M |
| 2 |
Aon
AON
|
$3.02M |
| 3 |
Itron
ITRI
|
$2.15M |
| 4 |
Quanta Services
PWR
|
$1.9M |
| 5 |
BP
BP
|
$1.78M |
Sector Composition
| 1 | Healthcare | 20.93% |
| 2 | Financials | 20.85% |
| 3 | Technology | 19.86% |
| 4 | Industrials | 14.86% |
| 5 | Utilities | 6.18% |
