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
76
$761K 0.3%
10,920
-650
77
$754K 0.3%
12,133
78
$714K 0.28%
9,633
79
$689K 0.27%
5,853
-810
80
$625K 0.25%
12,860
81
$558K 0.22%
8,235
-7,770
82
$546K 0.22%
2,280
83
$522K 0.21%
3,352
+69
84
$494K 0.2%
3,377
-615
85
$488K 0.19%
2
86
$488K 0.19%
+4,228
87
$469K 0.19%
12,780
88
$451K 0.18%
7,722
89
$389K 0.15%
1,730
-85
90
$381K 0.15%
4,911
91
$355K 0.14%
1,231
92
$343K 0.14%
6,669
93
$336K 0.13%
6,000
94
$329K 0.13%
5,249
-584
95
$319K 0.13%
4,567
96
$313K 0.12%
3,300
97
$289K 0.11%
+19,150
98
$282K 0.11%
5,000
99
$277K 0.11%
8,991
-158
100
$273K 0.11%
7,000
1 2 3
4
5