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Oakhurst Short Duration Bond Fund (FWSBX)

US Funds

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9.48 0.00 0%

11/12 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 14.96M

Type: Fund

Market: United States

Issuer: First Western Capital Mgt

Asset Class: Bond

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FWSBX Holdings

Comprehensive information about top holdings and Key Holding Information for the First Western Short Duration Bond (FWSBX) fund. Our First Western Short Duration Bond portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Bonds	99.38	99.38	0.00
Convertible	0.98	0.98	0.00

Sector Allocation

Bonds

Name	Net %	Category Average
Securitized	46.54	32.53
Corporate	36.88	41.33
Government	16.95	24.52
Cash	-0.36	11.21

Region Allocation

Bonds

North America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 87

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
United States Treasury Notes 3.75%	-	4.02	-	-
United States Treasury Notes 3.75%	-	3.46	-	-
United States Treasury Notes 4.5%	-	3.14	-	-
United States Treasury Notes 4.63%	-	2.96	-	-
United States Treasury Notes 4.88%	-	2.23	-	-
Federal Home Loan Mortgage Corp. 2.25%	-	2.19	-	-
Mastr Seasoned Sec 5.9%	-	1.91	-	-
Leidos Inc 3.63%	-	1.91	-	-
Phillips 66 Partners LP 3.61%	-	1.90	-	-
Goldman Sachs BDC, Inc. 3.75%	-	1.88	-	-

Top Bond Funds by Oakhurst

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	First Western Fixed Income Fund		132.23M	3.91	-0.96	1.99

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Recent Quotes

	Name	Price	Chg.	Chg. %
	First Western Sho.	9.48	0.00	0%