OCA
Otter Creek Advisors Portfolio holdings
AUM
$133M
This Quarter Return
+13.6%
1 Year Return
+37.04%
3 Year Return
+117.36%
5 Year Return
+167.21%
10 Year Return
–
AUM
$78.5M
AUM Growth
+$78.5M
(+7.8%)
Cap. Flow
-$6.26M
Cap. Flow
% of AUM
-7.98%
Top 10 Holdings %
Top 10 Hldgs %
57.6%
Holding
52
New
8
Increased
6
Reduced
14
Closed
2
Top Buys
| 1 |
Zebra Technologies
ZBRA
|
$3.31M |
| 2 |
Hilton Worldwide
HLT
|
$2.04M |
| 3 |
KSU
Kansas City Southern
KSU
|
$1.65M |
| 4 |
Southwest Airlines
LUV
|
$1.4M |
| 5 |
IES Holdings
IESC
|
$871K |
Top Sells
| 1 |
BKK
Blackrock Municipal 2020 Term Trust
BKK
|
$3M |
| 2 |
Ameresco
AMRC
|
$2.81M |
| 3 |
PayPal
PYPL
|
$2.03M |
| 4 |
XIFR
XPLR Infrastructure, LP
XIFR
|
$1.72M |
| 5 |
Thermo Fisher Scientific
TMO
|
$1.7M |
Sector Composition
| 1 | Technology | 23.79% |
| 2 | Industrials | 23.24% |
| 3 | Financials | 16.49% |
| 4 | Healthcare | 16.18% |
| 5 | Consumer Discretionary | 8.12% |