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
$154M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$4.18M
3
+$4.12M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.86M
5
CLH icon
Clean Harbors
CLH
+$3.23M

Top Sells

1
+$5.43M
2
+$4.25M
3
+$3.34M
4
AVTR icon
Avantor
AVTR
+$3.04M
5
TMO icon
Thermo Fisher Scientific
TMO
+$2.86M

Sector Composition

1 Technology 32.02%
2 Industrials 28.24%
3 Financials 18.34%
4 Communication Services 8.4%
5 Consumer Discretionary 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-28,996
52
– –
-21,560
53
– –
0
54
– –
-24,000
55
– –
-8,617
56
– –
-8,741
1 2
3