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
$268M
AUM Growth
+$1.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.93M
3
+$854K
4
NXTM
NxStage Medical Inc.
NXTM
+$566K
5
AKZOY
Akzo Nobel NV
AKZOY
+$431K

Top Sells

1
+$1.08M
2
+$783K
3
+$721K
4
WFC icon
Wells Fargo
WFC
+$424K
5
CCU icon
Compañía de Cervecerías Unidas
CCU
+$405K

Sector Composition

1 Financials 14.34%
2 Technology 12.51%
3 Industrials 11.84%
4 Consumer Staples 9.97%
5 Healthcare 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.46M 1.29%
22,940
-390
27
$3.27M 1.22%
24,714
-450
28
$3.16M 1.18%
32,170
-380
29
$3.06M 1.14%
68,264
-2,250
30
$3.01M 1.12%
50,045
+2,066
31
$2.92M 1.09%
57,995
-200
32
$2.82M 1.05%
72,605
+49,580
33
$2.79M 1.04%
63,689
-4,000
34
$2.76M 1.03%
25,935
+770
35
$2.71M 1.01%
31,157
+75
36
$2.71M 1.01%
48,820
-7,650
37
$2.6M 0.97%
22,475
-700
38
$2.49M 0.93%
14,877
39
$2.42M 0.9%
26,515
-425
40
$2.39M 0.89%
354,730
-13,700
41
$2.31M 0.86%
246,265
+2,800
42
$2.29M 0.86%
47,340
+100
43
$2.29M 0.85%
63,552
-3,808
44
$2.25M 0.84%
30,655
-400
45
$2.13M 0.8%
12,252
+30
46
$2.1M 0.79%
65,974
+500
47
$1.97M 0.74%
62,984
-310
48
$1.95M 0.73%
77,920
+22,570
49
$1.81M 0.68%
50,750
+25
50
$1.8M 0.67%
119,820
+7,050
1
2
3 4 5