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
$216M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$6.23M
3
+$5.8M
4
DD
Du Pont De Nemours E I
DD
+$5.04M
5
D icon
Dominion Energy
D
+$4.7M

Top Sells

No sells this quarter

Sector Composition

1 Energy 16.91%
2 Financials 12.53%
3 Consumer Staples 10.02%
4 Industrials 9.65%
5 Healthcare 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.37M 0.63%
+186,047
52
$1.36M 0.63%
+90,930
53
$1.26M 0.58%
+88,704
54
$1.24M 0.57%
+17,040
55
$1.22M 0.57%
+10,347
56
$1.2M 0.55%
+13,101
57
$1.16M 0.54%
+14,080
58
$1.16M 0.54%
+13,582
59
$1.09M 0.5%
+49,625
60
$1.08M 0.5%
+7,137
61
$1.06M 0.49%
+74,100
62
$1.02M 0.47%
+38,075
63
$956K 0.44%
+35,744
64
$903K 0.42%
+29,050
65
$891K 0.41%
+33,675
66
$881K 0.41%
+16,477
67
$856K 0.4%
+18,820
68
$850K 0.39%
+24,872
69
$773K 0.36%
+14,170
70
$761K 0.35%
+16,860
71
$685K 0.32%
+22,200
72
$570K 0.26%
+7,251
73
$562K 0.26%
+16,140
74
$554K 0.26%
+12,000
75
$552K 0.26%
+29,000
1 2
3
4 5