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
$305M
AUM Growth
-$64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$13.2M
2 +$12.5M
3 +$12M
4
NEM icon
Newmont
NEM
+$10.1M
5
FLIR
FLIR Systems, Inc. (DE) Common Stock
FLIR
+$10.1M

Top Sells

1 +$17.2M
2 +$12.8M
3 +$11.4M
4
SCHW icon
Charles Schwab
SCHW
+$11.2M
5
BUD icon
AB InBev
BUD
+$9.08M

Sector Composition

1 Financials 29.47%
2 Consumer Staples 16.04%
3 Industrials 13.49%
4 Real Estate 7.98%
5 Materials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
0
102
0
103
0
104
-183,115
105
0
106
0
107
0