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
+$1.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.25M
3
+$1.09M
4
MCD icon
McDonald's
MCD
+$867K
5
PAA icon
Plains All American Pipeline
PAA
+$711K

Top Sells

1
+$2.97M
2
+$1.49M
3
+$1.46M
4
BCH icon
Banco de Chile
BCH
+$895K
5
BIIB icon
Biogen
BIIB
+$830K

Sector Composition

1 Energy 15.67%
2 Financials 11.45%
3 Industrials 10.89%
4 Consumer Staples 9.37%
5 Technology 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.3M 7.62%
1,796,250
-276,529
2
$7.25M 2.86%
58,457
-2,374
3
$7.22M 2.85%
23,595
-2,715
4
$6.3M 2.49%
88,810
-1,410
5
$6.01M 2.37%
94,371
-6,350
6
$4.68M 1.85%
37,460
+90
7
$4.58M 1.81%
46,849
-1,250
8
$4.48M 1.77%
42,372
-1,564
9
$4.15M 1.64%
138,025
-6,075
10
$3.96M 1.56%
96,300
-3,050
11
$3.95M 1.56%
54,750
-850
12
$3.92M 1.54%
56,810
-2,125
13
$3.91M 1.54%
82,905
-2,250
14
$3.86M 1.52%
81,190
+1,167
15
$3.83M 1.51%
28,907
-765
16
$3.83M 1.51%
84,535
-3,800
17
$3.81M 1.5%
105,275
+30,060
18
$3.81M 1.5%
48,962
-2,225
19
$3.65M 1.44%
55,318
-775
20
$3.38M 1.33%
36,200
-1,065
21
$3.26M 1.29%
163,002
-28,425
22
$3.24M 1.28%
57,185
-1,400
23
$3.12M 1.23%
74,780
+2,850
24
$2.94M 1.16%
59,120
-2,150
25
$2.91M 1.15%
221,393
+475
1
2 3 4 5