OA

Oxbow Advisors Portfolio holdings

AUM $1.14B
1-Year Est. Return 26.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$788M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$80.7M
2
+$6.83M
3
+$4.78M
4
PAGP icon
Plains GP Holdings
PAGP
+$4.18M
5
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$2.96M

Top Sells

1
+$5.21M
2
+$5.2M
3
+$4.64M
4
CMCSA icon
Comcast
CMCSA
+$4.19M
5
TPR icon
Tapestry
TPR
+$1.84M

Sector Composition

1 Technology 9.67%
2 Energy 7.5%
3 Healthcare 6.93%
4 Consumer Discretionary 6.71%
5 Financials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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