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
$259M
AUM Growth
-$4.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$765K
3
+$708K
4
AUB icon
Atlantic Union Bankshares
AUB
+$432K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$268K

Top Sells

1
+$1.98M
2
+$731K
3
+$636K
4
TXMD icon
TherapeuticsMD
TXMD
+$369K
5
AVNS icon
Avanos Medical
AVNS
+$237K

Sector Composition

1 Industrials 12.3%
2 Financials 11.78%
3 Technology 9.28%
4 Consumer Staples 9.14%
5 Energy 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1K ﹤0.01%
46,500
127
– –
-4,818
128
– –
-2,900
129
– –
-393
130
– –
-3,302
131
– –
-2,524
132
– –
-61,931
2 3 4 5
6