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
$78.5M
AUM Growth
+$5.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$2.04M
3
+$1.65M
4
LUV icon
Southwest Airlines
LUV
+$1.4M
5
IESC icon
IES Holdings
IESC
+$871K

Top Sells

1
+$3M
2
+$2.81M
3
+$2.03M
4
XIFR
XPLR Infrastructure LP
XIFR
+$1.72M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.7M

Sector Composition

1 Technology 23.79%
2 Industrials 23.24%
3 Financials 16.49%
4 Healthcare 16.18%
5 Consumer Discretionary 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$577K 0.46%
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$526K 0.42%
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$36K 0.03%
+2,097
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