Osterweis Total Return Fund

Osterweis Total Return Fund is a registered fund series of Professionally Managed Portfolios (series S000055991). Net assets $125.4M as of 2023-09-30.

Profile

Advisers

Top holdings (92 reported)

Showing 15 of 92 holdings by value.

HoldingTickerValue% of fund
Fannie Mae$9.2M731.35%
Fannie Mae$9.1M726.82%
US TREASURY N/B$6.8M542.04%
Freddie Mac$6.3M503.41%
Fannie Mae$5.5M438.03%
US TREASURY N/B$5.5M437.36%
US TREASURY N/B$4.9M388.57%
US TREASURY N/B$4.8M384.68%
US TREASURY N/B$4.7M376.92%
US TREASURY N/B$4.3M340.90%
Freddie Mac$4.2M337.44%
Freddie Mac$3.4M274.51%
US TREASURY N/B$2.9M234.03%
Fannie Mae$2.8M226.93%
US TREASURY N/B$2.7M216.97%

Net asset history

Report dateNet assets
2023-09-30$125.4M
2023-06-30$135.9M
2023-03-31$133.6M
2022-12-31$136.2M
2022-09-30$120.7M
2022-06-30$126.0M
2022-03-31$149.5M
2021-12-31$160.6M

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