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
-$525K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$7.71M
2
+$4.73M
3
+$3.64M
4
AMRC icon
Ameresco
AMRC
+$3.02M
5
AZTA icon
Azenta
AZTA
+$2.78M

Top Sells

1
+$4.63M
2
+$4.63M
3
+$4.6M
4
DIS icon
Walt Disney
DIS
+$3.8M
5
TMO icon
Thermo Fisher Scientific
TMO
+$2.31M

Sector Composition

1 Financials 24.73%
2 Industrials 23.05%
3 Real Estate 14.51%
4 Healthcare 14.18%
5 Technology 12.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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-3,909
52
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0
53
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-55,543
54
– –
0
55
– –
0
56
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0
57
– –
0
58
– –
0
59
– –
0
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3