Otter Creek Focus Strategy ETF (OCFS) Investment Research Dashboard
About Otter Creek Focus Strategy ETF (OCFS) stock analysis
Get live OCFS stock price $28.25, comprehensive Otter Creek Focus Strategy ETF stock analysis, charts, news, sentiment, sector analysis, and expert forecast. Real-time OCFS stock data and investment insights.
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Otter Creek Focus Strategy ETF (OCFS) Overview
Otter Creek Focus Strategy ETF (OCFS) is a publicly traded company in the Financial Services sector , specifically within the Asset Management industry . As of the latest trading session, OCFS trades at $28.25 with a market capitalization of 8.01M . Over the past 52 weeks, OCFS has traded between $21.41 and $28.84 , with the current price positioned at approximately 92% of this range . The stoc...
Key Takeaways
- Operates in the Financial Services sector (Asset Management)
- Market cap: 8.01M
- Current price: $28.25
- 52-week range: $21.41 - $28.84
- P/E ratio: 29.02
Investment Score
A systematic tri-factor framework (valuation, quality, momentum) using trailing twelve-month fundamentals and current price momentum—aligned with the full investment score dashboard.
Score unavailable for this asset.
0-39
Defensive posture
40-54
Mixed / wait for confirmation
55-69
Constructive setup
70-100
Attractive zone
Total Score
Value
Cheapness vs fundamentals and cash generation
Quality
Durability of profitability and balance sheet
Momentum
Price trend strength and persistence
Company Overview
The Otter Creek Focus Strategy ETF (OCFS) operates as an actively managed exchange-traded fund. Its primary investment objective is to allocate capital to equity securities of U.S. companies, specifically those the Advisor identifies as having small ...
Investment Analysis & Business Insights
Investment Highlights
✓ Strong presence in the Financial Services sector with established market position
✓ Growth-oriented company with premium valuation (P/E: 29.0)
Important Investment Considerations
- ⚠All investments carry risk, including potential loss of principal for Otter Creek Focus Strategy ETF shareholders
- ⚠Market volatility can significantly impact stock price, especially for smaller companies
- ⚠Sector-specific risks in Financial Services may affect company performance
- ⚠Past performance does not guarantee future results for Otter Creek Focus Strategy ETF
- ⚠Investors should consider how Otter Creek Focus Strategy ETF fits within their overall portfolio allocation
Market Cap
8.01M
P/E Ratio (TTM)
29.02
Beta
1.14
Data Sources & Methodology
Financial data on this page is sourced from verified SEC EDGAR filings (10-K, 10-Q, 8-K reports), real-time market data providers, and official company disclosures. All analysis is generated using AI models trained exclusively on reliable financial documents. For detailed information about our data sources and methodology, see our Methodology page.Not investment advice.
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About Financial Services Sector
The Financial Services sector includes companies that provide banking, insurance, investment, and other financial services to consumers and businesses.
Financial Services (1D)
97/100 ⭐⭐⭐⭐⭐
- Overall
- -0.4%
- NYSE
- -0.6%
- NASDAQ
- -0.2%
| Sector | 1D | 1W | 1M | P/E | Score |
|---|---|---|---|---|---|
| Financial Services | -0.4% | +2.9% | +3.4% | 19.0 | 97/100⭐⭐⭐⭐⭐ |
| Communication Services | +0.4% | +1.9% | +3.3% | 22.3 | 86/100⭐⭐⭐⭐⭐ |
| Healthcare | -0.8% | +1.8% | +2.0% | 23.9 | 73/100⭐⭐⭐⭐⭐ |
| Consumer Defensive | +0.4% | +2.3% | +1.9% | 29.9 | 67/100⭐⭐⭐⭐ |
| Basic Materials | -0.9% | -0.2% | -1.6% | 25.0 | 58/100⭐⭐⭐⭐ |
| Energy | -0.4% | -4.1% | -3.5% | 19.4 | 48/100⭐⭐⭐ |
| Real Estate | -1.5% | -1.1% | -2.5% | 28.8 | 46/100⭐⭐⭐ |
| Consumer Cyclical | -0.3% | -1.1% | -7.0% | 41.9 | 30/100⭐⭐ |
| Utilities | -2.7% | -4.7% | -7.5% | 25.9 | 22/100⭐ |
| Industrials | -2.5% | -1.4% | -13.9% | 29.0 | 14/100⭐ |
| Technology | -2.5% | -5.3% | -12.3% | 39.8 | 8/100⭐ |
Sector returns combine NYSE and NASDAQ averages. P/E is the latest blended sector multiple. Sector score ranks each sector vs peers using percentile ranks (not fixed thresholds): 48% 1M + 24% 1W + 8% 1D + 20% P/E (lower P/E ranks higher). Data as of 2026-07-29.