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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
-0.92%
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
$107M
AUM Growth
-$10.2M
Cap. Flow
-$9M
Cap. Flow %
-8.38%
Top 10 Hldgs %
100%
Holding
5
New
–
Increased
1
Reduced
–
Closed
1

Top Buys

1
DSU icon
BlackRock Debt Strategies Fund
DSU
+$2.25M

Top Sells

1
TDW icon
Tidewater
TDW
+$11.3M

Sector Composition

1 Financials 11.48%
2 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HYT icon
1
BlackRock Corporate High Yield Fund
HYT
$1.37B
$62.3M 57.98%
5,923,513
– –
BGB
2
Blackstone Strategic Credit 2027 Term Fund
BGB
$506M
$16.8M 15.65%
1,057,036
– –
DSU icon
3
BlackRock Debt Strategies Fund
DSU
$602M
$16M 14.89%
1,435,122
+200,000
+16% +$2.25M
BCS icon
4
Barclays
BCS
$95.2B
$12.3M 11.48%
1,440,364
– –
TDW icon
5
Tidewater
TDW
$3.71B
– –
-388,914
Closed -$11.3M

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