BOA

Birnam Oak Advisors Portfolio holdings

AUM $334M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$334M
AUM Growth
+$94.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1 +$37.6M
2 +$26.6M
3 +$19.2M
4
HES
Hess
HES
+$18M
5
TGI
Triumph Group
TGI
+$17.5M

Top Sells

1 +$42.9M
2 +$11.9M
3 +$5.36M
4
EVRI
Everi Holdings
EVRI
+$1.65M

Sector Composition

1 Energy 25.57%
2 Communication Services 16.14%
3 Consumer Staples 11.26%
4 Technology 8.86%
5 Industrials 6.48%