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
51
$408K 0.16%
827
+21
52
$395K 0.15%
14,031
+426
53
$379K 0.15%
777
-710
54
$367K 0.14%
627
+15
55
$362K 0.14%
8,636
56
$362K 0.14%
1,834
+34
57
$359K 0.14%
12,299
+293
58
$335K 0.13%
1,810
+10
59
$300K 0.12%
11,536
60
$294K 0.11%
3,421
+7
61
$289K 0.11%
6,034
62
$277K 0.11%
1,400
63
$274K 0.11%
1,582
+55
64
$273K 0.11%
1,645
+10
65
$262K 0.1%
1,535
+22
66
$261K 0.1%
1,838
67
$244K 0.09%
914
-239
68
$236K 0.09%
503
+3
69
$234K 0.09%
852
+34
70
$228K 0.09%
+645
71
$219K 0.08%
1,938
72
$216K 0.08%
+1,893
73
$206K 0.08%
+787
74
$203K 0.08%
2,215
75
$201K 0.08%
1,201
+1