OCA

Otter Creek Advisors Portfolio holdings

AUM $101M
1-Year Est. Return 29.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.92%
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
+$4.01M
2
+$3.51M
3
+$3.08M
4
AMT icon
American Tower
AMT
+$2.93M
5
XIFR
XPLR Infrastructure LP
XIFR
+$2.56M

Top Sells

1
+$4.16M
2
+$4.16M
3
+$3.55M
4
META icon
Meta Platforms (Facebook)
META
+$3.52M
5
PSN icon
Parsons
PSN
+$3.06M

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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54
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-21,100
55
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-47,050
56
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0
57
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58
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0
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3