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
$573M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
959
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$5.74M
3
+$4.85M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.83M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$3.66M

Top Sells

1
+$1.39M
2
+$855K
3
+$826K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$512K
5
BND icon
Vanguard Total Bond Market
BND
+$403K

Sector Composition

1 Technology 12.62%
2 Financials 5.08%
3 Communication Services 4.78%
4 Healthcare 4.3%
5 Industrials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$100K 0.02%
10,877
327
$100K 0.02%
443
328
$99.9K 0.02%
863
-32
329
$98.7K 0.02%
4,062
+3
330
$98.3K 0.02%
3,045
+195
331
$97.1K 0.02%
1,600
332
$96.6K 0.02%
345
-50
333
$96.6K 0.02%
1,308
+1
334
$96.3K 0.02%
1,780
-2,175
335
$96.2K 0.02%
2,750
336
$96.2K 0.02%
879
337
$96.1K 0.02%
3,035
-1,317
338
$96K 0.02%
2,501
-193
339
$95.7K 0.02%
997
+51
340
$93.8K 0.02%
1,797
-2,647
341
$93.1K 0.02%
925
+60
342
$92.7K 0.02%
7,558
343
$92.6K 0.02%
3,875
344
$92.1K 0.02%
751
-140
345
$91.9K 0.02%
2,250
346
$91.5K 0.02%
789
-50
347
$91.3K 0.02%
1,754
348
$91.2K 0.02%
89
349
$89.6K 0.02%
1,448
+153
350
$89.2K 0.02%
435
12 13
14
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