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
$263M
AUM Growth
+$974K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$9.58M
2 +$866K
3 +$762K
4
BND icon
Vanguard Total Bond Market
BND
+$375K
5
IYW icon
iShares US Technology ETF
IYW
+$305K

Top Sells

1 +$1.4M
2 +$431K
3 +$294K
4
PFG icon
Principal Financial Group
PFG
+$265K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$229K

Sector Composition

1 Financials 10.3%
2 Technology 1.82%
3 Consumer Discretionary 1.26%
4 Industrials 1.02%
5 Healthcare 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$210K 0.08%
1,904
-34
77
$207K 0.08%
219
-7
78
$204K 0.08%
581
-269
79
-645
80
-727
81
-3,430
82
-1,201