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
$268M
AUM Growth
+$1.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.93M
3
+$854K
4
NXTM
NxStage Medical Inc.
NXTM
+$566K
5
AKZOY
Akzo Nobel NV
AKZOY
+$431K

Top Sells

1
+$1.08M
2
+$783K
3
+$721K
4
WFC icon
Wells Fargo
WFC
+$424K
5
CCU icon
Compañía de Cervecerías Unidas
CCU
+$405K

Sector Composition

1 Financials 14.34%
2 Technology 12.51%
3 Industrials 11.84%
4 Consumer Staples 9.97%
5 Healthcare 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.85M 2.93%
36,140
-300
2
$7.52M 2.81%
60,457
-1,230
3
$7.37M 2.75%
55,512
-1,055
4
$6.99M 2.61%
90,920
-1,640
5
$6.9M 2.58%
75,515
+100
6
$6.7M 2.5%
68,100
-830
7
$6.65M 2.48%
24,521
-275
8
$6.61M 2.47%
86,197
-575
9
$6.56M 2.45%
118,740
-2,425
10
$6.51M 2.43%
50,261
-2,441
11
$6.36M 2.37%
44,937
-1,895
12
$6.21M 2.32%
36,680
-1,900
13
$5.15M 1.92%
63,805
-240
14
$5.13M 1.91%
39,710
-380
15
$4.99M 1.86%
81,631
-818
16
$4.77M 1.78%
62,114
+27,228
17
$4.67M 1.74%
31,734
+597
18
$4.42M 1.65%
35,300
+6,820
19
$4.26M 1.59%
52,771
-650
20
$4.16M 1.55%
83,000
-860
21
$3.88M 1.45%
120,700
-225
22
$3.63M 1.36%
81,399
-1,185
23
$3.52M 1.31%
22,020
-175
24
$3.49M 1.3%
75,120
-1,000
25
$3.49M 1.3%
76,847
-1,977
1
2 3 4 5