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
$253M
AUM Growth
+$1.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.25M
3
+$1.09M
4
MCD icon
McDonald's
MCD
+$867K
5
PAA icon
Plains All American Pipeline
PAA
+$711K

Top Sells

1
+$2.97M
2
+$1.49M
3
+$1.46M
4
BCH icon
Banco de Chile
BCH
+$895K
5
BIIB icon
Biogen
BIIB
+$830K

Sector Composition

1 Energy 15.67%
2 Financials 11.45%
3 Industrials 10.89%
4 Consumer Staples 9.37%
5 Technology 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.7M 0.67%
17,467
+3,344
52
$1.66M 0.66%
39,512
-2,500
53
$1.63M 0.64%
85,120
-5,824
54
$1.62M 0.64%
72,450
-4,950
55
$1.61M 0.64%
26,535
-2,625
56
$1.59M 0.63%
43,175
-3,625
57
$1.49M 0.59%
49,425
-11,400
58
$1.45M 0.57%
12,802
-195
59
$1.4M 0.55%
16,750
60
$1.35M 0.53%
40,050
+2,000
61
$1.27M 0.5%
22,177
-650
62
$1.24M 0.49%
13,582
63
$1.21M 0.48%
21,995
+12,895
64
$1.19M 0.47%
43,400
-1,050
65
$1.13M 0.45%
9,505
-750
66
$1.12M 0.44%
49,675
-700
67
$1.03M 0.41%
28,422
-1,650
68
$1.02M 0.4%
18,460
-1,300
69
$923K 0.36%
13,820
-850
70
$888K 0.35%
33,526
-3,727
71
$867K 0.34%
+8,845
72
$839K 0.33%
21,500
-500
73
$828K 0.33%
34,674
-1,700
74
$780K 0.31%
12,000
75
$769K 0.3%
4,110
1 2
3
4 5