OA

Oakhurst Advisors Portfolio holdings

AUM $8.4M
1-Year Est. Return 3.71%
This Quarter Est. Return
1 Year Est. Return
-3.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$92.3M
AUM Growth
+$4.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M

Top Sells

1
+$9.66M
2
+$4.92M
3
+$2.65M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$42.4M 15.57%
2,013,485
+1,156,947
2
$30.8M 11.32%
1,461,801
-125,568
3
$19M 6.97%
42,031
-10,899
4
– –
-451,801