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Oakhurst Fixed Income Fund (0P0000W8TG)

US Funds

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8.810 -0.020 -0.23%

11/12 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 132.23M

Type: Fund

Market: United States

Issuer: First Western Capital Mgt

Asset Class: Bond

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0P0000W8TG Holdings

Comprehensive information about top holdings and Key Holding Information for the First Western Fixed Income Fund (0P0000W8TG) fund. Our First Western Fixed Income Fund portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	0.560	0.640	0.080
Bonds	98.660	98.660	0.000
Convertible	0.780	0.780	0.000

Sector Allocation

Bonds

Name	Net %	Category Average
Securitized	42.287	40.368
Government	32.637	24.445
Corporate	24.518	30.095
Cash	0.558	11.112

Region Allocation

Bonds

North America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 179

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
United States Treasury Notes 3.88%	-	4.17	-	-
United States Treasury Notes 3.5%	-	3.65	-	-
United States Treasury Notes 4.13%	-	3.45	-	-
United States Treasury Bonds 3%	-	3.13	-	-
United States Treasury Notes 4.5%	-	2.73	-	-
United States Treasury Bonds 2.5%	-	2.56	-	-
United States Treasury Bonds 5.25%	-	2.49	-	-
United States Treasury Notes 4.13%	-	2.32	-	-
United States Treasury Notes 2.75%	-	1.81	-	-
United States Treasury Notes 4%	-	1.40	-	-

Top Bond Funds by Oakhurst

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	First Western Short Duration Bond		14.96M	5.67	2.09	2.16

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Recent Quotes

	Name	Price	Chg.	Chg. %
	First Western Fix.	8.810	-0.020	-0.23%