OF

Outfitter Financial Portfolio holdings

AUM $127M
1-Year Est. Return 19.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
+$9.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$484K
2
+$258K
3
+$201K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$171K
5
WTM icon
White Mountains Insurance
WTM
+$158K

Top Sells

1
+$1.42M
2
+$425K
3
+$416K
4
IBM icon
IBM
IBM
+$382K
5
BABA icon
Alibaba
BABA
+$281K

Sector Composition

1 Technology 15.27%
2 Industrials 13.3%
3 Energy 12.14%
4 Financials 10.71%
5 Consumer Discretionary 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1K ﹤0.01%
+25
252
$1K ﹤0.01%
+100
253
$1K ﹤0.01%
+3
254
$1K ﹤0.01%
+50
255
$1K ﹤0.01%
+10
256
$1K ﹤0.01%
+1,177
257
$1K ﹤0.01%
+100
258
$1K ﹤0.01%
+12
259
$0 ﹤0.01%
+15
260
– –
-3,950
261
$0 ﹤0.01%
+9
262
$0 ﹤0.01%
+5
263
– –
-9,436
7 8 9 10
11