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
$259M
AUM Growth
-$4.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$765K
3
+$708K
4
AUB icon
Atlantic Union Bankshares
AUB
+$432K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$268K

Top Sells

1
+$1.98M
2
+$731K
3
+$636K
4
TXMD icon
TherapeuticsMD
TXMD
+$369K
5
AVNS icon
Avanos Medical
AVNS
+$237K

Sector Composition

1 Industrials 12.3%
2 Financials 11.78%
3 Technology 9.28%
4 Consumer Staples 9.14%
5 Energy 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.17M 1.22%
35,560
27
$3.07M 1.18%
41,830
+2,575
28
$3.06M 1.18%
68,040
-80
29
$2.95M 1.14%
110,540
-504
30
$2.94M 1.13%
74,934
31
$2.79M 1.07%
132,552
-4,600
32
$2.77M 1.07%
28,413
-250
33
$2.66M 1.03%
138,460
+12,700
34
$2.6M 1%
24,312
+2,500
35
$2.56M 0.99%
47,195
+226
36
$2.54M 0.98%
80,856
+900
37
$2.47M 0.95%
31,526
-65
38
$2.45M 0.94%
21,451
-400
39
$2.44M 0.94%
15,075
-382
40
$2.34M 0.9%
215,310
+7,650
41
$2.33M 0.9%
164,823
-2,700
42
$2.28M 0.88%
29,388
-500
43
$2.27M 0.88%
26,338
44
$2.26M 0.87%
24,185
-150
45
$2.03M 0.78%
73,798
-1,075
46
$2.02M 0.78%
32,302
47
$1.96M 0.76%
247,065
-5,206
48
$1.87M 0.72%
27,570
-350
49
$1.81M 0.7%
39,100
-318
50
$1.79M 0.69%
69,074
-1,100
1
2
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