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
$108M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$21.8M
2 +$13.5M
3 +$10.9M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$9.96M
5
VB icon
Vanguard Small-Cap ETF
VB
+$4.4M

Top Sells

No sells this quarter

Sector Composition

1 Financials 6.45%
2 Consumer Staples 2.95%
3 Healthcare 2.32%
4 Industrials 1.71%
5 Technology 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$218K 0.2%
+5,036
52
$217K 0.2%
+2,980
53
$217K 0.2%
+1,348
54
$213K 0.2%
+11,360
55
$213K 0.2%
+3,734
56
$211K 0.2%
+1,600
57
$211K 0.2%
+2,370