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
$266M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$1.44M
3
+$1.04M
4
XOM icon
Exxon Mobil
XOM
+$874K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$776K

Top Sells

1
+$2.33M
2
+$1.39M
3
+$1.27M
4
TGNA icon
TEGNA Inc
TGNA
+$1.16M
5
IOC
Interoil Corporation
IOC
+$999K

Sector Composition

1 Financials 14.24%
2 Technology 12.66%
3 Industrials 10.83%
4 Consumer Staples 9.45%
5 Healthcare 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.53M 2.82%
52,702
+1,335
2
$7.48M 2.81%
61,687
+6,400
3
$7.46M 2.8%
92,560
+40
4
$7.11M 2.67%
36,440
+210
5
$6.78M 2.54%
24,796
+245
6
$6.75M 2.53%
68,930
+85
7
$6.73M 2.53%
86,772
+300
8
$6.56M 2.46%
56,567
-4,100
9
$6.43M 2.41%
38,580
+2,740
10
$6.11M 2.29%
75,415
-50
11
$6.09M 2.29%
46,832
+600
12
$6.02M 2.26%
121,165
+825
13
$5.28M 1.98%
40,090
+300
14
$5.18M 1.95%
31,137
+1,918
15
$5.14M 1.93%
64,045
-15,767
16
$5M 1.88%
82,449
+1,444
17
$4.38M 1.64%
53,421
+10,663
18
$4.15M 1.56%
83,860
+625
19
$4.03M 1.51%
82,584
+1,041
20
$3.72M 1.4%
22,195
+225
21
$3.69M 1.38%
58,195
+125
22
$3.55M 1.33%
120,925
+1,425
23
$3.52M 1.32%
78,824
+659
24
$3.38M 1.27%
28,480
+885
25
$3.31M 1.24%
23,330
+280
1
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