OF
Outfitter Financial Portfolio holdings
AUM
$127M
1-Year Est. Return
19.89%
This Fund
S&P 500
1 Year Est. Return
+19.89%
AUM
$127M
AUM Growth
+$3.46M
(+2.8%)
Holding
79
Top Buys
| 1 | +$854K | |
| 2 | +$752K | |
| 3 | +$728K | |
| 4 |
T-Mobile US
TMUS
|
+$518K |
| 5 |
American Tower
AMT
|
+$183K |
Top Sells
| 1 | +$1.06M | |
| 2 | +$431K | |
| 3 | +$327K | |
| 4 |
JPMorgan Chase
JPM
|
+$186K |
| 5 |
AeroVironment
AVAV
|
+$182K |
Sector Composition
| 1 | Technology | 16.25% |
| 2 | Energy | 14.39% |
| 3 | Industrials | 12.42% |
| 4 | Financials | 10.27% |
| 5 | Communication Services | 9.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Microsoft
MSFT
$3.02T
| $278K | 0.22% |
575
|
|
||
77
State Street SPDR S&P 500 ETF Trust
SPY
$682B
| $220K | 0.17% |
322
|
|
||
78
Local Bounti
LOCL
$24.7M
| $64.8K | 0.05% |
30,291
+15,099
|
|
||
79
Verizon
VZ
$214B
| – | – |
-9,815
|
|