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
$112M
AUM Growth
+$9.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$7.46M
2
+$4.1M
3
+$3.45M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.18M
5
AZN icon
AstraZeneca
AZN
+$3.12M

Top Sells

1
+$3.96M
2
+$3.9M
3
+$3.81M
4
PYPL icon
PayPal
PYPL
+$3.8M
5
NOC icon
Northrop Grumman
NOC
+$3.29M

Sector Composition

1 Financials 25.93%
2 Industrials 25.67%
3 Healthcare 16.61%
4 Technology 9.72%
5 Real Estate 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.87M 1.87%
15,200
-7,470
27
$2.77M 1.81%
+5,693
28
$2.29M 1.49%
8,914
-5,635
29
$1.96M 1.28%
+12,382
30
$534K 0.35%
25,057
31
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0
32
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33
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34
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35
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36
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37
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-32,800
38
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39
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-15,634
40
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-21,508
41
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42
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-214,798
45
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50
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