AIFS
OAKM

A&I Financial Services’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

A&I Financial Services’s Portfolio OAKM Stock Details OAKM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$15.3M Buy
594,954
+20,303
+4% +$521K 8.62% 3
2025
Q1 		$14.1M Buy
+574,651
New +$14.1M 9.51% 4