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
$39.4M
AUM Growth
-$44.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1
+$282K

Top Sells

1
+$236K
2
+$127K
3
+$73K

Sector Composition

1 Financials 99.35%
2 Energy 0.65%
3 Materials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$38M 96.46%
9,117,592
-21,733
2
$1.14M 2.89%
66,761
-17,258
3
$258K 0.65%
+76,000
4
– –
0
5
– –
-65,700