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
51
$1.71M 0.68%
29,160
-558
52
$1.68M 0.67%
21,985
-250
53
$1.68M 0.67%
60,825
-8,546
54
$1.63M 0.65%
91,976
-2,904
55
$1.62M 0.65%
62,295
-522
56
$1.61M 0.64%
328,315
-64,243
57
$1.54M 0.61%
+38,050
58
$1.52M 0.61%
12,997
+135
59
$1.48M 0.59%
46,800
+6,200
60
$1.47M 0.58%
16,750
-290
61
$1.39M 0.55%
57,625
+20,350
62
$1.35M 0.54%
14,123
-1,007
63
$1.34M 0.53%
44,450
+11,700
64
$1.28M 0.51%
10,255
-232
65
$1.24M 0.49%
22,827
+3,510
66
$1.24M 0.49%
13,582
67
$1.24M 0.49%
50,375
+150
68
$1.09M 0.43%
30,072
+4,275
69
$1.08M 0.43%
19,760
+2,600
70
$1.03M 0.41%
14,670
-200
71
$989K 0.39%
37,253
-298
72
$873K 0.35%
22,000
-450
73
$850K 0.34%
36,374
-23,410
74
$759K 0.3%
4,110
+1,240
75
$678K 0.27%
27,350
-900
1 2
3
4 5