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
$262M
AUM Growth
+$2.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Sells

1 +$3.48M
2 +$349K
3 +$321K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$263K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$137K

Sector Composition

1 Financials 6.32%
2 Technology 2.1%
3 Consumer Discretionary 1.66%
4 Industrials 1.11%
5 Healthcare 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$215K 0.08%
1,902
+9
77
$207K 0.08%
226
78
$204K 0.08%
2,234
+19