OC
Oarsman Capital Portfolio holdings
AUM
$713M
1-Year Est. Return
16.44%
1 Year Est. Return
+16.44%
AUM
$638M
AUM Growth
+$81.1M
(+15%)
Holding
254
Top Buys
| 1 | +$10.8M | |
| 2 | +$7.28M | |
| 3 | +$3.65M | |
| 4 |
Schwab International Equity ETF
SCHF
|
+$3.59M |
| 5 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$3.21M |
Top Sells
| 1 | +$3.13M | |
| 2 | +$2.36M | |
| 3 | +$670K | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$562K |
| 5 |
Verizon
VZ
|
+$515K |
Sector Composition
| 1 | Technology | 12.21% |
| 2 | Financials | 4.81% |
| 3 | Communication Services | 4.2% |
| 4 | Healthcare | 3.72% |
| 5 | Industrials | 3.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Dollar Tree
DLTR
$27.9B
| – | – |
-2,813
|
|
||
252
Globe Life
GL
$11.3B
| – | – |
-1,680
|
|
||
253
Kenvue
KVUE
$32.8B
| – | – |
-8,368
|
|
||
254
S&P Global
SPGI
$165B
| – | – |
-613
|
|