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
$329M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$6.22M
3
+$4.21M
4
ZBH icon
Zimmer Biomet
ZBH
+$3.97M
5
LDOS icon
Leidos
LDOS
+$3.91M

Top Sells

1
+$11.8M
2
+$11.1M
3
+$6.4M
4
MDLZ icon
Mondelez International
MDLZ
+$3.5M
5
CVGW icon
Calavo Growers
CVGW
+$2.93M

Sector Composition

1 Financials 31.21%
2 Industrials 15.12%
3 Consumer Staples 12.64%
4 Materials 11.19%
5 Healthcare 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
0
77
– –
0
78
– –
0
79
– –
0
80
– –
0
81
– –
0
82
– –
0
83
– –
0
84
– –
0
85
– –
0
86
– –
0
87
– –
-151,110
88
– –
0
89
– –
-238,100
90
– –
0
91
– –
0
1 2 3
4