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
$117M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$4.47M
2
+$3.67M
3
+$3.35M
4
NEE icon
NextEra Energy
NEE
+$3.28M
5
CLVT icon
Clarivate
CLVT
+$3.18M

Top Sells

1
+$4.4M
2
+$4.1M
3
+$4.01M
4
META icon
Meta Platforms (Facebook)
META
+$3.82M
5
PSN icon
Parsons
PSN
+$3.18M

Sector Composition

1 Financials 21.4%
2 Industrials 20.99%
3 Technology 16%
4 Healthcare 15.32%
5 Consumer Discretionary 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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52
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53
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54
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0
55
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-21,100
56
– –
-47,050
57
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0
58
– –
0
1 2
3