OCFS ETF

OCFS ETF
$28.25
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Fund Essentials

Net Assets
$6M
Expense Ratio
0.85%
Dividend Yield (Current)
-
Holdings
32
Inception Date
May 17, 2024
Fund Family
Otter Creek Advisors
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

YTD+8.33%
1 Year+3.70%

Asset Allocation

Stocks: 99.87%
Cash: 0.13%
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This ETF
PRO
Peer Avg
PRO

OCFS ETF Overview

OCFS ETF (Otter Creek Focus Strategy ETF) is managed by Otter Creek Advisors with $5.5M in net assets. OCFS expense ratio is 0.85%, holding 32 positions across various sectors. Inception date: 2024-05-17.

OCFS performance shows a YTD return of 8.33%. The 1-year return is 3.70%.

OCFS top holdings include a diversified portfolio. Go to all OCFS holdings, OCFS sectors, or OCFS dividends.

OCFS can be compared against other funds. Use OCFS overlap to find shared positions, or OCFS vs another fund for a side-by-side view. OCFS alternatives are available via the screener, along with tax-loss harvesting opportunities.

1 Month
+1.71%
YTD
+8.33%
1 Year
+3.70%
3 Year
N/A

Top 10 Holdings (0.0% of portfolio)

#TickerNameSectorWeight