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
301
$126K 0.02%
+899
302
$126K 0.02%
+1,905
303
$125K 0.02%
+3,350
304
$123K 0.02%
+3,384
305
$123K 0.02%
+317
306
$122K 0.02%
+1,175
307
$120K 0.02%
+891
308
$119K 0.02%
+1,237
309
$118K 0.02%
+1,411
310
$118K 0.02%
+992
311
$118K 0.02%
+866
312
$117K 0.02%
+3,296
313
$115K 0.02%
+575
314
$115K 0.02%
+3,482
315
$114K 0.02%
+551
316
$114K 0.02%
10,877
317
$113K 0.02%
+1,893
318
$111K 0.02%
+839
319
$111K 0.02%
+2,694
320
$111K 0.02%
+2,059
321
$110K 0.02%
+368
322
$110K 0.02%
+805
323
$109K 0.02%
285
-380
324
$109K 0.02%
+1,047
325
$109K 0.02%
+4,059
11 12
13
14 15