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OFS

OMC Financial Services Portfolio holdings

AUM $258M
1-Year Est. Return 28.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$269M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$4.16M
2
+$1.81M
3
+$380K
4
GEV icon
GE Vernova
GEV
+$322K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$286K

Top Sells

1
+$3.47M
2
+$2.1M
3
+$338K
4
TSLA icon
Tesla
TSLA
+$276K
5
DOW icon
Dow Inc
DOW
+$272K

Sector Composition

1 Technology 39.86%
2 Financials 15.93%
3 Consumer Discretionary 10.35%
4 Communication Services 7.6%
5 Healthcare 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.66M 0.99%
11,215
-2
27
$2.6M 0.96%
6,412
-3
28
$2.49M 0.92%
13,428
29
$2.44M 0.9%
17,630
30
$2.4M 0.89%
39,562
-149
31
$2.29M 0.85%
9,689
-60
32
$1.89M 0.7%
22,355
+1,175
33
$1.76M 0.65%
19,634
+1,375
34
$1.58M 0.59%
19,240
35
$1.56M 0.58%
9,105
-48
36
$1.51M 0.56%
5,335
+170
37
$1.3M 0.48%
55,400
-1,350
38
$1.22M 0.45%
2,736
-797
39
$1.06M 0.39%
4,336
+1,003
40
$1.02M 0.38%
6,600
41
$917K 0.34%
28,744
-44
42
$892K 0.33%
74,570
-750
43
$860K 0.32%
7,632
-630
44
$820K 0.3%
5,339
45
$806K 0.3%
2,365
46
$756K 0.28%
8,962
47
$731K 0.27%
11,029
48
$707K 0.26%
4,223
49
$684K 0.25%
24,148
-33
50
$625K 0.23%
3,279
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2
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