OC

Oarsman Capital Portfolio holdings

AUM $770M
1-Year Est. Return 19.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.14%
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
+$12.8M
2
+$4.5M
3
+$3.61M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$3.32M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.98M

Top Sells

1
+$5.47M
2
+$2M
3
+$1.42M
4
ULTA icon
Ulta Beauty
ULTA
+$1.19M
5
IAUM icon
iShares Gold Trust Micro
IAUM
+$917K

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
351
$94.1K 0.02%
+1,529
352
$94K 0.02%
+918
353
$93.6K 0.02%
+1,969
354
$93.6K 0.02%
+848
355
$92.8K 0.02%
+4,707
356
$91.9K 0.02%
+560
357
$91.6K 0.02%
+470
358
$91.1K 0.02%
+194
359
$90.8K 0.02%
+1,402
360
$90.1K 0.02%
+1,433
361
$88K 0.02%
+442
362
$85.7K 0.02%
+2,531
363
$85.6K 0.02%
+855
364
$84.5K 0.02%
+89
365
$84.3K 0.02%
+500
366
$83.9K 0.02%
+3,866
367
$83.5K 0.02%
+3,875
368
$82.9K 0.02%
+1,188
369
$82K 0.02%
+1,954
370
$81.8K 0.02%
+394
371
$81.8K 0.02%
+5,683
372
$81.7K 0.02%
+209
373
$80.9K 0.02%
+224
374
$80.8K 0.02%
11,000
-3,000
375
$77.4K 0.01%
+946
13 14
15
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