OA

Outfitter Advisors Portfolio holdings

AUM $221M
1-Year Est. Return 13.61%
This Quarter Est. Return
1 Year Est. Return
+13.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$251M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.54M
3
+$630K
4
CCU icon
Compañía de Cervecerías Unidas
CCU
+$491K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$411K

Top Sells

1
+$4.41M
2
+$2.02M
3
+$1.67M
4
CRK icon
Comstock Resources
CRK
+$708K
5
NOV icon
NOV
NOV
+$625K

Sector Composition

1 Energy 15.16%
2 Financials 12.57%
3 Industrials 11.76%
4 Consumer Staples 9.41%
5 Technology 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.82M 1.12%
30,748
-41
27
$2.81M 1.12%
33,555
+2,000
28
$2.78M 1.11%
61,270
-635
29
$2.62M 1.04%
27,430
+2,650
30
$2.61M 1.04%
71,930
+3,900
31
$2.6M 1.04%
22,335
+16
32
$2.54M 1.01%
42,477
+282
33
$2.48M 0.99%
75,215
+19,120
34
$2.46M 0.98%
33,059
-490
35
$2.38M 0.95%
26,415
-360
36
$2.28M 0.91%
47,692
37
$2.17M 0.86%
26,220
+225
38
$2.13M 0.85%
137,632
+19,403
39
$2.08M 0.83%
25,509
-310
40
$2.03M 0.81%
70,411
+980
41
$1.98M 0.79%
246,196
+36,450
42
$1.93M 0.77%
10,779
+230
43
$1.9M 0.75%
+51,790
44
$1.89M 0.75%
42,012
+300
45
$1.85M 0.74%
56,363
-4,349
46
$1.82M 0.72%
90,944
-1,960
47
$1.78M 0.71%
28,162
-361
48
$1.74M 0.69%
6,670
-230
49
$1.74M 0.69%
77,400
+5,037
50
$1.73M 0.69%
38,720
+8,445
1
2
3 4 5