OA
Outfitter Advisors Portfolio holdings
AUM
$221M
This Quarter Return
-6.59%
1 Year Return
+13.61%
3 Year Return
+35.58%
5 Year Return
+73.42%
10 Year Return
–
AUM
$231M
AUM Growth
+$231M
(-11%)
Cap. Flow
-$5.98M
Cap. Flow
% of AUM
-2.59%
Top 10 Holdings %
Top 10 Hldgs %
28.51%
Holding
150
New
5
Increased
32
Reduced
66
Closed
14
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$2.47M |
| 2 |
Truist Financial
TFC
|
$1.94M |
| 3 |
HES
Hess
HES
|
$1.54M |
| 4 |
TCF
TCF Financial Corporation Common Stock
TCF
|
$1.42M |
| 5 |
Meta Platforms (Facebook)
META
|
$1.09M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$2.37M |
| 2 |
SUSQ
SUSQUEHANNA BANCSHARES INC
SUSQ
|
$2.33M |
| 3 |
POT
Potash Corp Of Saskatchewan
POT
|
$2.16M |
| 4 |
Sally Beauty Holdings
SBH
|
$1.56M |
| 5 |
Quanta Services
PWR
|
$1.45M |
Sector Composition
| 1 | Financials | 14.04% |
| 2 | Industrials | 11.74% |
| 3 | Consumer Staples | 10.15% |
| 4 | Technology | 9.48% |
| 5 | Energy | 9.1% |