We are live on ! Find out more
OF

Outfitter Financial Portfolio holdings

AUM $129M
1-Year Est. Return 25.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
-$5.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$229K
2
+$178K
3
+$152K
4
IP icon
International Paper
IP
+$108K
5
DIS icon
Walt Disney
DIS
+$88.2K

Top Sells

1
+$587K
2
+$401K
3
+$396K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$177K
5
RY icon
Royal Bank of Canada
RY
+$159K

Sector Composition

1 Energy 15.23%
2 Technology 13.83%
3 Industrials 13.47%
4 Financials 9.83%
5 Consumer Discretionary 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-450
127
– –
-5
128
– –
-125
129
– –
-150
130
– –
-350
131
– –
-9
132
– –
-575
133
– –
-75
134
– –
-250
135
– –
-100
136
– –
-300
137
– –
-175
138
– –
-76
139
– –
-200
140
– –
-660
141
– –
-1,640
142
– –
-530
143
– –
-1,800
144
– –
-300
145
– –
-100
146
– –
-9
147
– –
-1,800
148
– –
-400
149
– –
-250
150
– –
-206
4 5
6
7 8