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
$266M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$1.44M
3
+$1.04M
4
XOM icon
Exxon Mobil
XOM
+$874K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$776K

Top Sells

1
+$2.33M
2
+$1.39M
3
+$1.27M
4
TGNA icon
TEGNA Inc
TGNA
+$1.16M
5
IOC
Interoil Corporation
IOC
+$999K

Sector Composition

1 Financials 14.24%
2 Technology 12.66%
3 Industrials 10.83%
4 Consumer Staples 9.45%
5 Healthcare 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.26M 1.22%
67,689
-705
27
$3.23M 1.21%
76,120
-740
28
$3.14M 1.18%
56,470
+650
29
$3.13M 1.18%
25,164
-575
30
$3.11M 1.17%
368,430
-2,500
31
$2.99M 1.12%
70,514
-2,020
32
$2.88M 1.08%
32,550
-960
33
$2.85M 1.07%
25,165
+2,615
34
$2.79M 1.05%
31,082
+20
35
$2.61M 0.98%
+47,979
36
$2.59M 0.97%
23,175
+9,280
37
$2.46M 0.92%
34,886
+20,378
38
$2.42M 0.91%
67,360
-1,940
39
$2.42M 0.91%
47,240
-575
40
$2.37M 0.89%
26,940
-530
41
$2.27M 0.85%
31,055
-755
42
$2.22M 0.83%
94,900
-700
43
$2.21M 0.83%
243,465
-1,300
44
$2.18M 0.82%
14,877
45
$2.14M 0.8%
63,294
-890
46
$2.05M 0.77%
65,474
-1,150
47
$1.96M 0.73%
12,222
+120
48
$1.93M 0.72%
76,290
-3,300
49
$1.74M 0.65%
50,725
+1,000
50
$1.68M 0.63%
8,970
+45
1
2
3 4 5