OCA
Otter Creek Advisors Portfolio holdings
AUM
$133M
This Quarter Return
+8.16%
1 Year Return
+37.04%
3 Year Return
+117.36%
5 Year Return
+167.21%
10 Year Return
–
AUM
$72.8M
AUM Growth
+$72.8M
(+0.42%)
Cap. Flow
-$8.44M
Cap. Flow
% of AUM
-11.58%
Top 10 Holdings %
Top 10 Hldgs %
62.54%
Holding
48
New
3
Increased
9
Reduced
9
Closed
5
Top Buys
| 1 |
SBA Communications
SBAC
|
$2.51M |
| 2 |
KSU
Kansas City Southern
KSU
|
$2.19M |
| 3 |
Blue Owl Capital
OBDC
|
$2.13M |
| 4 |
Skyworks Solutions
SWKS
|
$1.44M |
| 5 |
LPL Financial
LPLA
|
$773K |
Top Sells
| 1 |
PayPal
PYPL
|
$3.3M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$3.03M |
| 3 |
Microsoft
MSFT
|
$2.45M |
| 4 |
Keysight
KEYS
|
$1.93M |
| 5 |
Greenlight Captial
GLRE
|
$1.84M |
Sector Composition
| 1 | Healthcare | 21.7% |
| 2 | Industrials | 19.65% |
| 3 | Technology | 17.34% |
| 4 | Financials | 15.91% |
| 5 | Utilities | 7.21% |
