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
276
$150K 0.03%
945
-721
277
$150K 0.03%
+3,275
278
$149K 0.03%
+3,473
279
$148K 0.03%
+889
280
$148K 0.03%
+579
281
$147K 0.03%
+2,236
282
$147K 0.03%
+327
283
$146K 0.03%
+5,957
284
$144K 0.03%
+659
285
$144K 0.03%
+651
286
$144K 0.03%
+1,945
287
$143K 0.03%
+7,000
288
$141K 0.03%
+1,672
289
$140K 0.03%
+2,250
290
$136K 0.03%
+2,746
291
$135K 0.02%
+500
292
$135K 0.02%
+4,465
293
$134K 0.02%
+450
294
$133K 0.02%
+610
295
$132K 0.02%
+1,675
296
$131K 0.02%
+4,750
297
$131K 0.02%
+3,049
298
$129K 0.02%
+1,434
299
$128K 0.02%
+1,518
300
$126K 0.02%
+3,975
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