OA

Oxbow Advisors Portfolio holdings

AUM $915M
1-Year Est. Return 17.22%
This Quarter Est. Return
1 Year Est. Return
+17.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.01B
AUM Growth
+$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$50.6M
2
+$23.7M
3
+$18.4M
4
DOC icon
Healthpeak Properties
DOC
+$8.58M
5
TBIL
US Treasury 3 Month Bill ETF
TBIL
+$6.92M

Top Sells

1
+$7.44M
2
+$5.1M
3
+$3.74M
4
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$1.83M
5
AAPL icon
Apple
AAPL
+$1.63M

Sector Composition

1 Energy 13.84%
2 Technology 9.19%
3 Healthcare 6.17%
4 Materials 5.94%
5 Financials 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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