OSCV Opus Small Cap Value Plus

82

BATS | ETF

Price
$41.18
Increased by +0.37%
Dollar volume (20D)
3.06 M
ADR%
1.14
Financial Services - 25.63%Industrials - 22.82%Energy - 10.66%Real Estate - 10.39%Consumer Cyclicals - 9.71%Healthcare - 9.39%Basic Materials - 4.63%Utilities - 2.91%Technology - 2.04%Consumer Defensive - 1.81%Communication Services - 0.00%
Financial Services - 25.63%
Industrials - 22.82%
Energy - 10.66%
Real Estate - 10.39%
Consumer Cyclicals - 9.71%
Healthcare - 9.39%
Basic Materials - 4.63%
Utilities - 2.91%
Technology - 2.04%
Consumer Defensive - 1.81%
Communication Services - 0.00%

The fund is an actively managed exchange-traded fund (ETF) that invests under normal circumstances at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small-capitalizationU. S. companies.

The fund's sub-adviser defines a small-capitalization companies as those that, at the time of investment, fall within the lowest 15% of the totalU. S. equity market capitalization, as calculated annually.

The fund"s equity securities primarily include common stocks, real estate investment trusts ("REITs"), and ADRs representing the stock of a foreign company.

Top 20 Holdings

Asset Name Sector Industry Weight
FXFXX First American Funds Inc. - Treasury Obligations Fund 3.46%
ENSG The Ensign Group Inc Healthcare Medical Care Facilities 2.99%
CW Curtiss-Wright Corporation Industrials Aerospace & Defense 2.95%
PRIM Primoris Services Corporation Industrials Engineering & Construction 2.87%
FIX Comfort Systems USA Inc Industrials Engineering & Construction 2.81%
ZT0 ZT0 2.73%
CASY Caseys General Stores Inc Consumer Cyclical Specialty Retail 2.50%
VNOM Viper Energy Ut Energy Oil & Gas Midstream 2.49%
TXRH Texas Roadhouse Inc Consumer Cyclical Restaurants 2.40%
AHR American Healthcare REIT, Inc. Real Estate REIT - Healthcare Facilities 2.37%
ACA Arcosa Inc Industrials Engineering & Construction 2.32%
FLS Flowserve Corporation Industrials Specialty Industrial Machinery 2.19%
THG The Hanover Insurance Group Inc Financial Services Insurance - Property & Casualty 2.18%
HWKN Hawkins Inc Basic Materials Specialty Chemicals 2.16%
SBCF Seacoast Banking Corporation of Florida Financial Services Banks - Regional 2.08%
FTI TechnipFMC PLC Energy Oil & Gas Equipment & Services 2.04%
EFSC Enterprise Financial Services Financial Services Banks - Regional 2.00%
KAI Kadant Inc Industrials Specialty Industrial Machinery 1.96%
CASH Meta Financial Group Inc Financial Services Banks - Regional 1.91%
WTFC Wintrust Financial Corporation Financial Services Banks - Regional 1.91%
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