OF

Outfitter Financial Portfolio holdings

AUM $124M
1-Year Est. Return 18.62%
This Quarter Est. Return
1 Year Est. Return
+18.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$106M
AUM Growth
-$5.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$670K
2 +$90.6K
3 +$81.6K
4
SQM icon
Sociedad Química y Minera de Chile
SQM
+$75.8K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$74.3K

Top Sells

1 +$1.47M
2 +$895K
3 +$669K
4
MMP
Magellan Midstream Partners, L.P.
MMP
+$623K
5
IP icon
International Paper
IP
+$480K

Sector Composition

1 Energy 14.85%
2 Technology 13.86%
3 Industrials 11.6%
4 Healthcare 10%
5 Consumer Staples 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-31,290
77
-2,936