OC

Oarsman Capital Portfolio holdings

AUM $713M
1-Year Est. Return 16.44%
This Quarter Est. Return
1 Year Est. Return
+16.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$541M
AUM Growth
+$86.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
906
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$4.68M
3
+$3.83M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$3.37M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.06M

Top Sells

1
+$5.68M
2
+$2.07M
3
+$1.48M
4
ULTA icon
Ulta Beauty
ULTA
+$1.24M
5
IAUM icon
iShares Gold Trust Micro
IAUM
+$974K

Sector Composition

1 Technology 12.4%
2 Healthcare 5.13%
3 Financials 5.07%
4 Communication Services 4.69%
5 Industrials 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$211K 0.04%
+5,630
227
$208K 0.04%
+865
228
$208K 0.04%
+5,078
229
$205K 0.04%
+877
230
$202K 0.04%
+2,877
231
$202K 0.04%
+554
232
$201K 0.04%
534
-194
233
$201K 0.04%
935
-96
234
$201K 0.04%
+1,654
235
$199K 0.04%
929
-981
236
$199K 0.04%
+246
237
$197K 0.04%
+750
238
$194K 0.04%
+340
239
$192K 0.04%
+1,395
240
$192K 0.04%
+3,329
241
$191K 0.04%
+2,118
242
$190K 0.04%
+2,650
243
$190K 0.04%
+2,680
244
$189K 0.03%
2,844
+22
245
$189K 0.03%
1,798
-34
246
$189K 0.03%
+2,133
247
$188K 0.03%
1,775
248
$188K 0.03%
+5,657
249
$183K 0.03%
+770
250
$181K 0.03%
+3,955
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