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
$266M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$1.44M
3
+$1.04M
4
XOM icon
Exxon Mobil
XOM
+$874K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$776K

Top Sells

1
+$2.33M
2
+$1.39M
3
+$1.27M
4
TGNA icon
TEGNA Inc
TGNA
+$1.16M
5
IOC
Interoil Corporation
IOC
+$999K

Sector Composition

1 Financials 14.24%
2 Technology 12.66%
3 Industrials 10.83%
4 Consumer Staples 9.45%
5 Healthcare 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.68M 0.63%
112,770
+15,525
52
$1.61M 0.6%
36,280
+12,880
53
$1.58M 0.59%
14,485
+100
54
$1.57M 0.59%
40,400
+600
55
$1.56M 0.59%
186,051
-28,650
56
$1.53M 0.57%
19,604
+390
57
$1.52M 0.57%
43,330
58
$1.49M 0.56%
55,350
+200
59
$1.46M 0.55%
25,410
-100
60
$1.4M 0.52%
81,750
+14,600
61
$1.33M 0.5%
19,270
+630
62
$1.29M 0.48%
31,020
-1,440
63
$1.19M 0.45%
421
+33
64
$1.11M 0.42%
21,452
-4,525
65
$1.08M 0.41%
9,772
-3,780
66
$1.08M 0.4%
34,341
+5,290
67
$1.01M 0.38%
38,820
-540
68
$953K 0.36%
11,020
+100
69
$885K 0.33%
6,685
70
$861K 0.32%
3,651
71
$857K 0.32%
23,025
+16,025
72
$819K 0.31%
25,909
-250
73
$803K 0.3%
89,600
+100
74
$792K 0.3%
12,033
-100
75
$786K 0.3%
9,933
+300
1 2
3
4 5