OFS

Oldfather Financial Services Portfolio holdings

AUM $321M
1-Year Est. Return 13.86%
This Quarter Est. Return
1 Year Est. Return
+13.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$705K
2
+$296K
3
+$289K
4
TSLA icon
Tesla
TSLA
+$247K
5
LOW icon
Lowe's Companies
LOW
+$230K

Top Sells

1
+$516K
2
+$222K
3
+$133K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$114K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$45.1K

Sector Composition

1 Financials 4.02%
2 Technology 1.77%
3 Industrials 1.51%
4 Consumer Staples 1.39%
5 Healthcare 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.06M 0.54%
39,202
+316
27
$1.04M 0.54%
37,632
+192
28
$1.04M 0.53%
5,695
29
$842K 0.43%
2,501
+72
30
$841K 0.43%
3,246
+92
31
$825K 0.42%
30,252
+804
32
$811K 0.42%
1,766
33
$721K 0.37%
14,631
34
$714K 0.37%
4,156
35
$705K 0.36%
+12,252
36
$685K 0.35%
2,733
+3
37
$649K 0.33%
10,334
38
$645K 0.33%
11,129
39
$645K 0.33%
2,452
-81
40
$554K 0.28%
2,570
41
$553K 0.28%
1,520
42
$549K 0.28%
3,291
+4
43
$509K 0.26%
10,285
+3
44
$469K 0.24%
2,882
+95
45
$435K 0.22%
21,518
+514
46
$432K 0.22%
2,336
47
$416K 0.21%
2,487
48
$377K 0.19%
2,140
+920
49
$357K 0.18%
996
+1
50
$323K 0.17%
2,863
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