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
$66.3M
AUM Growth
-$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$1.81M

Top Sells

1 +$22.4M
2 +$1.36M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$43.6M 31.02%
2,100,674
+87,189
2
$14.5M 10.32%
38,428
-3,603
3
$8.2M 5.84%
391,395
-1,070,406