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
+$6.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$958K
3
+$875K
4
AMZN icon
Amazon
AMZN
+$678K
5
DD icon
DuPont de Nemours
DD
+$488K

Top Sells

1
+$2.93M
2
+$1.85M
3
+$1.85M
4
PEP icon
PepsiCo
PEP
+$1.03M
5
VAL
Valspar
VAL
+$931K

Sector Composition

1 Financials 15.53%
2 Technology 12.16%
3 Industrials 10.48%
4 Consumer Staples 8.64%
5 Communication Services 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.55M 0.61%
43,330
+700
52
$1.54M 0.61%
8,925
+50
53
$1.48M 0.58%
14,385
+150
54
$1.45M 0.57%
13,895
-9,850
55
$1.45M 0.57%
55,150
+700
56
$1.44M 0.57%
25,977
57
$1.41M 0.56%
97,245
+3,690
58
$1.4M 0.55%
13,552
-8,985
59
$1.4M 0.55%
388
+33
60
$1.39M 0.55%
17,052
-325
61
$1.28M 0.51%
39,800
-2,450
62
$1.28M 0.51%
18,640
+1,100
63
$1.28M 0.5%
93,453
-27,266
64
$1.26M 0.5%
39,360
-8,390
65
$1.25M 0.49%
32,460
+200
66
$1.25M 0.49%
67,150
+47,050
67
$1M 0.4%
14,508
+159
68
$999K 0.39%
21,000
69
$958K 0.38%
+58,300
70
$933K 0.37%
29,051
-133
71
$877K 0.35%
23,400
+18,100
72
$846K 0.33%
89,500
+22,600
73
$845K 0.33%
26,159
-1,350
74
$816K 0.32%
3,651
-185
75
$792K 0.31%
6,685
1 2
3
4 5