OF
Outfitter Financial Portfolio holdings
AUM
$124M
1-Year Est. Return
18.62%
1 Year Est. Return
+18.62%
AUM
$117M
AUM Growth
+$6.24M
(+5.6%)
Holding
78
Top Buys
| 1 | +$554K | |
| 2 | +$320K | |
| 3 | +$312K | |
| 4 |
Novo Nordisk
NVO
|
+$291K |
| 5 |
NVIDIA
NVDA
|
+$223K |
Top Sells
| 1 | +$492K | |
| 2 | +$482K | |
| 3 | +$479K | |
| 4 |
SKX
Skechers
SKX
|
+$434K |
| 5 |
Deere & Co
DE
|
+$338K |
Sector Composition
| 1 | Energy | 15.23% |
| 2 | Technology | 14.49% |
| 3 | Industrials | 12.87% |
| 4 | Financials | 10.16% |
| 5 | Consumer Discretionary | 8.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
McDonald's
MCD
$221B
| $1.66M | 1.42% |
5,690
-564
|
|
||
27
AeroVironment
AVAV
$14.1B
| $1.64M | 1.4% |
5,750
-80
|
|
||
28
Schwab US Dividend Equity ETF
SCHD
$71.1B
| $1.5M | 1.28% |
56,475
+750
|
|
||
29
AB InBev
BUD
$118B
| $1.45M | 1.23% |
21,070
-260
|
|
||
30
MPLX
MPLX
$56.5B
| $1.44M | 1.23% |
27,972
|
|
||
31
DuPont de Nemours
DD
$17B
| $1.43M | 1.22% |
49,810
+1,745
|
|
||
32
General Dynamics
GD
$90.8B
| $1.41M | 1.2% |
4,831
+125
|
|
||
33
Toll Brothers
TOL
$13.1B
| $1.39M | 1.19% |
12,210
+40
|
|
||
34
CSX Corp
CSX
$67.7B
| $1.32M | 1.12% |
40,310
-270
|
|
||
35
Duke Energy
DUK
$89.6B
| $1.3M | 1.11% |
11,000
+1,560
|
|
||
36
Snowflake
SNOW
$77.1B
| $1.29M | 1.1% |
5,755
-510
|
|
||
37
RTX Corp
RTX
$230B
| $1.24M | 1.06% |
8,495
-5
|
|
||
38
lululemon athletica
LULU
$21.7B
| $1.22M | 1.04% |
5,147
+40
|
|
||
39
Fifth Third Bancorp
FITB
$29.9B
| $1.2M | 1.03% |
29,245
+1,140
|
|
||
40
Medtronic
MDT
$130B
| $1.16M | 0.99% |
13,318
+335
|
|
||
|
41
Novo Nordisk
NVO
$208B
| $1.09M | 0.93% |
15,830
+4,220
|
|
||
42
Fresh Del Monte Produce
FDP
$1.75B
| $1.02M | 0.87% |
31,575
+900
|
|
||
43
Alphabet (Google) Class C
GOOG
$3.79T
| $1.02M | 0.87% |
5,740
-1,040
|
|
||
44
International Paper
IP
$20.3B
| $1.01M | 0.86% |
21,610
-125
|
|
||
45
Walt Disney
DIS
$192B
| $1.01M | 0.86% |
8,125
+455
|
|
||
|
46
NVIDIA
NVDA
$4.51T
| $952K | 0.81% |
6,025
+1,410
|
|
||
47
Chipotle Mexican Grill
CMG
$44.4B
| $948K | 0.81% |
16,890
+2,340
|
|
||
48
Primis Financial Corp
FRST
$301M
| $917K | 0.78% |
84,490
+170
|
|
||
49
American Tower
AMT
$85.8B
| $880K | 0.75% |
3,980
|
|
||
50
Cigna
CI
$70.4B
| $868K | 0.74% |
2,625
-1,450
|
|