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
$72.8M
AUM Growth
+$301K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$2.19M
3
+$2.13M
4
SWKS icon
Skyworks Solutions
SWKS
+$1.44M
5
LPLA icon
LPL Financial
LPLA
+$773K

Top Sells

1
+$3.3M
2
+$3.03M
3
+$2.45M
4
KEYS icon
Keysight
KEYS
+$1.93M
5
GLRE icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
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