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
$203M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$33M
2 +$21.4M
3 +$21.2M
4
HES
Hess
HES
+$18M
5
CHX
ChampionX
CHX
+$17M

Top Sells

No sells this quarter

Sector Composition

1 Energy 17.51%
2 Financials 13.79%
3 Industrials 11.76%
4 Technology 9.28%
5 Healthcare 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
0
27
0