OCA
Otter Creek Advisors Portfolio holdings
AUM
$133M
This Quarter Return
-7.13%
1 Year Return
+37.04%
3 Year Return
+117.36%
5 Year Return
+167.21%
10 Year Return
–
AUM
$129M
AUM Growth
+$129M
(-26%)
Cap. Flow
-$20.8M
Cap. Flow
% of AUM
-16.07%
Top 10 Holdings %
Top 10 Hldgs %
47.13%
Holding
88
New
7
Increased
7
Reduced
18
Closed
6
Top Buys
| 1 |
Charles Schwab
SCHW
|
$3.81M |
| 2 |
eBay
EBAY
|
$3.62M |
| 3 |
Walmart
WMT
|
$2.93M |
| 4 |
Walt Disney
DIS
|
$2.82M |
| 5 |
PayPal
PYPL
|
$2.44M |
Top Sells
| 1 |
KLXI
KLX Inc.
KLXI
|
$13M |
| 2 |
Ameris Bancorp
ABCB
|
$4.64M |
| 3 |
Mondelez International
MDLZ
|
$4.22M |
| 4 |
Leidos
LDOS
|
$3.53M |
| 5 |
DuPont de Nemours
DD
|
$2.92M |
Sector Composition
| 1 | Industrials | 17.65% |
| 2 | Financials | 15.87% |
| 3 | Technology | 10.52% |
| 4 | Healthcare | 10.5% |
| 5 | Utilities | 10.23% |
