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
51
$311K 0.16%
9,805
+257
52
$308K 0.16%
2,394
+3
53
$296K 0.15%
+8,636
54
$274K 0.14%
1,634
55
$270K 0.14%
6,731
+7
56
$247K 0.13%
+717
57
$230K 0.12%
+974
58
$219K 0.11%
1,638
-72
59
$218K 0.11%
1,313
+10
60
$214K 0.11%
1,463
+3
61
$207K 0.11%
+525
62
$206K 0.11%
3,644
+14
63
$203K 0.1%
+2,215
64
– –
-1,639
1 2
3