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
$108M
AUM Growth
+$6.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$5.04M
3
+$4.52M
4
ETN icon
Eaton
ETN
+$4.45M
5
PWR icon
Quanta Services
PWR
+$2.15M

Top Sells

1
+$4.59M
2
+$3.9M
3
+$3.88M
4
KSU
Kansas City Southern
KSU
+$3.73M
5
LPLA icon
LPL Financial
LPLA
+$2.35M

Sector Composition

1 Technology 27.27%
2 Industrials 22.55%
3 Financials 19.56%
4 Healthcare 18.39%
5 Real Estate 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
0
52
– –
-9,800
53
– –
-85,622
54
– –
-14,150
55
– –
0
56
– –
-72,095
57
– –
0
58
– –
0
59
– –
0
1 2
3