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
$224M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$675K
2
+$609K
3
+$569K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$471K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$400K

Top Sells

1
+$291K
2
+$96.5K
3
+$44.5K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$31.7K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$23.5K

Sector Composition

1 Financials 5.38%
2 Technology 2.21%
3 Consumer Discretionary 1.59%
4 Industrials 1.32%
5 Healthcare 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$310K 0.14%
8,636
52
$303K 0.13%
12,210
+288
53
$289K 0.13%
1,903
+33
54
$279K 0.12%
1,153
+192
55
$279K 0.12%
1,800
-10
56
$257K 0.11%
1,507
57
$256K 0.11%
12,336
+4
58
$248K 0.11%
6,034
59
$231K 0.1%
1,574
+48
60
$228K 0.1%
1,026
+1
61
$226K 0.1%
1,930
62
$206K 0.09%
2,254
+39
63
$206K 0.09%
+2,656
64
– –
-2,905
1 2
3