OSCV Opus Small Cap Value Plus

57

BATS | ETF

Price
$39.44
Increased by +1.68%
Dollar volume (20D)
1.45 M
ADR%
1.30
Financial Services - 25.95%Industrials - 20.50%Energy - 12.47%Real Estate - 10.32%Consumer Cyclicals - 9.30%Healthcare - 9.03%Basic Materials - 5.77%Utilities - 3.15%Consumer Defensive - 1.90%Technology - 1.61%Communication Services - 0.00%
Financial Services - 25.95%
Industrials - 20.50%
Energy - 12.47%
Real Estate - 10.32%
Consumer Cyclicals - 9.30%
Healthcare - 9.03%
Basic Materials - 5.77%
Utilities - 3.15%
Consumer Defensive - 1.90%
Technology - 1.61%
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%
CW Curtiss-Wright Corporation Industrials Aerospace & Defense 3.06%
ENSG The Ensign Group Inc Healthcare Medical Care Facilities 3.04%
ZT0 ZT0 3.04%
FIX Comfort Systems USA Inc Industrials Engineering & Construction 2.81%
PRIM Primoris Services Corporation Industrials Engineering & Construction 2.74%
HWKN Hawkins Inc Basic Materials Specialty Chemicals 2.53%
CASY Caseys General Stores Inc Consumer Cyclical Specialty Retail 2.50%
VNOM Viper Energy Ut Energy Oil & Gas Midstream 2.49%
AHR American Healthcare REIT, Inc. Real Estate REIT - Healthcare Facilities 2.42%
TXRH Texas Roadhouse Inc Consumer Cyclical Restaurants 2.42%
THG The Hanover Insurance Group Inc Financial Services Insurance - Property & Casualty 2.36%
FTI TechnipFMC PLC Energy Oil & Gas Equipment & Services 2.33%
ACA Arcosa Inc Industrials Engineering & Construction 2.12%
NVT nVent Electric PLC Industrials Electrical Equipment & Parts 2.09%
SBCF Seacoast Banking Corporation of Florida Financial Services Banks - Regional 2.04%
FLS Flowserve Corporation Industrials Specialty Industrial Machinery 2.00%
PRI Primerica Inc Financial Services Insurance - Life 1.99%
NFG National Fuel Gas Company Energy Oil & Gas Integrated 1.99%
CASH Meta Financial Group Inc Financial Services Banks - Regional 1.98%
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