OA
Outfitter Advisors Portfolio holdings
AUM
$221M
This Quarter Return
+5.61%
1 Year Return
+13.61%
3 Year Return
+35.58%
5 Year Return
+73.42%
10 Year Return
–
AUM
$298M
AUM Growth
+$298M
(+4.8%)
Cap. Flow
+$453K
Cap. Flow
% of AUM
0.15%
Top 10 Holdings %
Top 10 Hldgs %
27.1%
Holding
145
New
11
Increased
44
Reduced
38
Closed
5
Top Buys
| 1 |
Alibaba
BABA
|
$1.57M |
| 2 |
AGCO
AGCO
|
$1.15M |
| 3 |
Danaher
DHR
|
$885K |
| 4 |
Exxon Mobil
XOM
|
$829K |
| 5 |
Rio Tinto
RIO
|
$513K |
Top Sells
| 1 |
GE Aerospace
GE
|
$1.99M |
| 2 |
Merck
MRK
|
$1.18M |
| 3 |
Oppenheimer Holdings
OPY
|
$1.14M |
| 4 |
Cheesecake Factory
CAKE
|
$990K |
| 5 |
Adobe
ADBE
|
$640K |
Sector Composition
| 1 | Financials | 14.43% |
| 2 | Technology | 13.62% |
| 3 | Industrials | 10.82% |
| 4 | Consumer Staples | 10.32% |
| 5 | Healthcare | 9.09% |
