OCA
Otter Creek Advisors Portfolio holdings
AUM
$133M
This Quarter Return
-5.94%
1 Year Return
+37.04%
3 Year Return
+117.36%
5 Year Return
+167.21%
10 Year Return
–
AUM
$112M
AUM Growth
+$112M
(+5.1%)
Cap. Flow
+$15.9M
Cap. Flow
% of AUM
14.16%
Top 10 Holdings %
Top 10 Hldgs %
43.43%
Holding
62
New
6
Increased
17
Reduced
7
Closed
4
Top Buys
| 1 |
SBA Communications
SBAC
|
$4.68M |
| 2 |
PayPal
PYPL
|
$4.63M |
| 3 |
Meta Platforms (Facebook)
META
|
$4.6M |
| 4 |
S&P Global
SPGI
|
$4.53M |
| 5 |
Vertiv
VRT
|
$2.55M |
Top Sells
| 1 |
Ball Corp
BALL
|
$4.61M |
| 2 |
TJX Companies
TJX
|
$4.25M |
| 3 |
Azenta
AZTA
|
$3.51M |
| 4 |
Southwest Airlines
LUV
|
$1.71M |
| 5 |
Eaton
ETN
|
$1.44M |
Sector Composition
| 1 | Financials | 24.17% |
| 2 | Industrials | 23.78% |
| 3 | Healthcare | 16.79% |
| 4 | Communication Services | 11.6% |
| 5 | Technology | 10.93% |
