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
$252M
AUM Growth
+$2.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.27M
3
+$865K
4
META icon
Meta Platforms (Facebook)
META
+$822K
5
CAKE icon
Cheesecake Factory
CAKE
+$682K

Top Sells

1
+$2.15M
2
+$1.55M
3
+$1.53M
4
AXP icon
American Express
AXP
+$965K
5
VSTO
Vista Outdoor Inc.
VSTO
+$878K

Sector Composition

1 Financials 12.67%
2 Industrials 11.06%
3 Consumer Staples 10.34%
4 Technology 9.68%
5 Communication Services 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.33M 0.53%
13,820
+2,400
52
$1.32M 0.52%
25,760
-3,600
53
$1.3M 0.51%
50,175
+1,450
54
$1.28M 0.51%
18,927
-2,300
55
$1.27M 0.51%
27,277
-2,295
56
$1.21M 0.48%
32,360
-160
57
$1.09M 0.43%
50,550
+800
58
$1M 0.4%
6,923
-53
59
$987K 0.39%
17,540
60
$968K 0.38%
45,700
-72,250
61
$963K 0.38%
39,080
+5,950
62
$962K 0.38%
16,715
-37,413
63
$902K 0.36%
11,710
+100
64
$889K 0.35%
41,815
-550
65
$881K 0.35%
29,779
66
$875K 0.35%
58,400
+4,100
67
$819K 0.32%
3,986
+746
68
$792K 0.31%
46,525
+7,900
69
$759K 0.3%
5,775
+2,525
70
$753K 0.3%
11,000
-19
71
$741K 0.29%
6,785
72
$712K 0.28%
12,883
73
$668K 0.26%
21,000
74
$651K 0.26%
13,115
75
$645K 0.26%
6,763
-345
1 2
3
4 5