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OHA

Oak Hill Advisors Portfolio holdings

AUM $878M
1-Year Est. Return 106.46%
This Fund
S&P 500
This Quarter Est. Return
+14.92%
1 Year Est. Return
+106.46%
3 Year Est. Return
+55.86%
5 Year Est. Return
+147.55%
10 Year Est. Return
+216.05%
AUM
$4.68M
AUM Growth
+$741K
Cap. Flow
+$143K
Cap. Flow %
3.06%
Top 10 Hldgs %
100%
Holding
2
New
–
Increased
1
Reduced
–
Closed
–

Top Buys

1
CBF
Capital Bank Financial Corp. Class A Common Stock
CBF
+$143K

Top Sells

No sells this quarter

Sector Composition

1 Financials 91.23%
2 Communication Services 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CBF
1
DELISTED
Capital Bank Financial Corp. Class A Common Stock
CBF
$4.27M 91.23%
194,340
+7,084
+4% +$143K
CCO icon
2
Clear Channel Outdoor Holdings
CCO
$1.23B
$410K 8.77%
50,000
– –

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