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
$72.5M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$3.34M
3
+$3.27M
4
ADI icon
Analog Devices
ADI
+$2.38M
5
QRVO icon
Qorvo
QRVO
+$2.12M

Top Sells

1
+$5.07M
2
+$3.02M
3
+$2.15M
4
PWR icon
Quanta Services
PWR
+$1.9M
5
BP icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
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