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
$284M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$2.94M
3
+$2.11M
4
FCE.A
Forest City Realty Trust, Inc.
FCE.A
+$1.73M
5
BOX icon
Box
BOX
+$799K

Top Sells

1
+$5.15M
2
+$1.56M
3
+$1.25M
4
DIS icon
Walt Disney
DIS
+$744K
5
GE icon
GE Aerospace
GE
+$742K

Sector Composition

1 Financials 14.43%
2 Technology 12.81%
3 Industrials 10.88%
4 Consumer Staples 9.81%
5 Healthcare 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.99M 0.7%
127,470
+7,650
52
$1.98M 0.7%
38,050
-200
53
$1.93M 0.68%
49,700
-1,050
54
$1.87M 0.66%
193,330
-161,400
55
$1.81M 0.64%
18,391
-7,544
56
$1.79M 0.63%
14,235
57
$1.77M 0.62%
36,800
+540
58
$1.76M 0.62%
8,570
-300
59
$1.73M 0.61%
+67,875
60
$1.62M 0.57%
60,265
-600
61
$1.41M 0.5%
29,320
-700
62
$1.35M 0.48%
18,170
63
$1.31M 0.46%
25,210
64
$1.24M 0.44%
40,400
+25,550
65
$1.24M 0.44%
17,739
-1,350
66
$1.17M 0.41%
10,520
-600
67
$1.15M 0.41%
21,377
68
$1.14M 0.4%
65,650
-14,700
69
$1.1M 0.39%
38,820
70
$1.02M 0.36%
34,341
71
$972K 0.34%
6,685
72
$939K 0.33%
87,800
-1,800
73
$907K 0.32%
3,569
-483
74
$881K 0.31%
11,833
-300
75
$862K 0.3%
9,533
+100
1 2
3
4 5