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
$260M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$416K
2
+$329K
3
+$228K
4
ABT icon
Abbott
ABT
+$216K
5
TSLA icon
Tesla
TSLA
+$206K

Top Sells

1
+$517K
2
+$347K
3
+$205K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$172K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$144K

Sector Composition

1 Financials 6.02%
2 Technology 2.14%
3 Consumer Discretionary 1.52%
4 Industrials 1.15%
5 Healthcare 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.4M 0.54%
4,221
+10
27
$1.27M 0.49%
7,832
-11
28
$1.12M 0.43%
5,326
+4
29
$1.08M 0.42%
4,401
-18
30
$1.07M 0.41%
41,588
-3,566
31
$1.07M 0.41%
2,487
+14
32
$969K 0.37%
3,083
-1
33
$822K 0.32%
3,117
34
$822K 0.32%
10,945
+1,152
35
$793K 0.31%
3,587
+20
36
$759K 0.29%
2,494
+16
37
$688K 0.26%
15,049
+49
38
$669K 0.26%
11,696
39
$573K 0.22%
27,882
+94
40
$561K 0.22%
2,487
41
$556K 0.21%
6,925
+4,103
42
$499K 0.19%
1,843
+14
43
$493K 0.19%
1,182
-24
44
$486K 0.19%
10,824
+49
45
$450K 0.17%
3,835
+106
46
$436K 0.17%
2,564
+33
47
$435K 0.17%
1,572
48
$427K 0.16%
10,767
49
$421K 0.16%
2,096
50
$417K 0.16%
2,237
+113
1
2
3 4