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
251
$179K 0.03%
+630
252
$179K 0.03%
+2,234
253
$178K 0.03%
+1,680
254
$178K 0.03%
+3,523
255
$178K 0.03%
+2,268
256
$178K 0.03%
+536
257
$177K 0.03%
333
-26
258
$176K 0.03%
+1,327
259
$174K 0.03%
+831
260
$173K 0.03%
+1,240
261
$172K 0.03%
+761
262
$170K 0.03%
1,116
-4
263
$168K 0.03%
+659
264
$166K 0.03%
+1,520
265
$166K 0.03%
+629
266
$165K 0.03%
2,505
-2,316
267
$165K 0.03%
+894
268
$163K 0.03%
+8,194
269
$163K 0.03%
+862
270
$161K 0.03%
+1,711
271
$159K 0.03%
1,842
-2,989
272
$156K 0.03%
4,352
-3,025
273
$154K 0.03%
+1,534
274
$153K 0.03%
+3,579
275
$151K 0.03%
+13,478
9 10
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