We are live on
!
Find out more
OC
Oarsman Capital Portfolio holdings
AUM
$805M
1-Year Est. Return
19.96%
This Fund
S&P 500
This Quarter
Est. Return
-0.29%
1 Year Est. Return
+19.96%
3 Year Est. Return
+61.37%
5 Year Est. Return
+74.92%
10 Year Est. Return
+242.94%
AUM
$805M
AUM Growth
+$35.7M
(+4.6%)
Cap. Flow
+$45.9M
Cap. Flow
% of AUM
5.7%
Top 10 Holdings %
Top 10 Hldgs %
53.88%
Holding
257
New
18
Increased
88
Reduced
102
Closed
22
Top Buys
Top Sells
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$11.9M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
+$5.22M |
| 3 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
+$4.38M |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
+$2.26M |
| 5 |
Global X Cybersecurity ETF
BUG
|
+$2.12M |
Sector Composition
| 1 | Technology | 9.48% |
| 2 | Communication Services | 4.44% |
| 3 | Financials | 3.86% |
| 4 | Industrials | 3.74% |
| 5 | Healthcare | 3.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Sea Limited
SE
$67B
| – | – |
-2,124
| Closed | -$271K |
|
252
Sanofi
SNY
$103B
| – | – |
-4,220
| Closed | -$205K |
|
253
S&P Global
SPGI
$129B
| – | – |
-405
| Closed | -$212K |
|
254
TSMC
TSM
$2.18T
| – | – |
-1,302
| Closed | -$396K |
|
255
Texas Roadhouse
TXRH
$12.5B
| – | – |
-1,270
| Closed | -$211K |
|
256
Zimmer Biomet
ZBH
$17.4B
| – | – |
-2,360
| Closed | -$212K |
|
257
Zoetis
ZTS
$31B
| – | – |
-1,735
| Closed | -$218K |
|
Similar funds
EA
RIM
GCM
CL
JBA
SG
AF
DWA