OFS

Oldfather Financial Services Portfolio holdings

AUM $336M
1-Year Est. Return 15.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.03%
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
+$410K
2
+$323K
3
+$212K
4
ABT icon
Abbott
ABT
+$208K
5
COST icon
Costco
COST
+$196K

Top Sells

1
+$498K
2
+$336K
3
+$197K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$161K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$139K

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
76
$200K 0.08%
+226
1 2 3
4