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
-$7.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$3.43M
3
+$2.95M
4
XIFR
XPLR Infrastructure LP
XIFR
+$1.35M
5
NEM icon
Newmont
NEM
+$483K

Top Sells

1
+$7.16M
2
+$3.87M
3
+$3.41M
4
LDOS icon
Leidos
LDOS
+$3.05M
5
WMT icon
Walmart
WMT
+$2.93M

Sector Composition

1 Industrials 17.29%
2 Financials 14.29%
3 Healthcare 12.2%
4 Utilities 11.78%
5 Materials 10.13%
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