OBP

Old Bellows Partners Portfolio holdings

AUM $9.01M
1-Year Est. Return 83.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-83.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$83.7M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1
+$79.8M
2
+$808K
3
+$63K

Top Sells

No sells this quarter

Sector Composition

1 Financials 99.91%
2 Materials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$82.8M 98.89%
+9,139,325
2
$856K 1.02%
+84,019
3
$73K 0.09%
+65,700