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
76
$200K 0.08%
+226