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
$122M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$4.25M
3
+$3.36M
4
PWR icon
Quanta Services
PWR
+$3.14M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.9M

Top Sells

1
+$4.02M
2
+$3.97M
3
+$1.91M
4
SBAC icon
SBA Communications
SBAC
+$1.43M
5
PYPL icon
PayPal
PYPL
+$898K

Sector Composition

1 Industrials 28.94%
2 Technology 23.92%
3 Financials 20.5%
4 Healthcare 13.27%
5 Real Estate 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.25M 1.2%
49,271
+341
27
$885K 0.47%
100,000
+50,000
28
$583K 0.31%
25,057
29
$106K 0.06%
+351
30
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35
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