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
351
$88.5K 0.02%
2,206
+995
352
$87.9K 0.02%
207
-2
353
$87.9K 0.02%
10,800
-200
354
$87.5K 0.02%
243
+19
355
$87.2K 0.02%
228
-119
356
$86.9K 0.02%
604
-81
357
$86.8K 0.02%
738
+45
358
$86.8K 0.02%
365
359
$85.8K 0.02%
286
+51
360
$85K 0.01%
1,940
361
$84.9K 0.01%
+4,369
362
$84.6K 0.01%
1,048
-1,714
363
$82.6K 0.01%
+2,629
364
$82.3K 0.01%
3,896
+30
365
$82.1K 0.01%
4,284
-423
366
$81.8K 0.01%
760
367
$81.1K 0.01%
1,357
368
$81K 0.01%
+190
369
$79.7K 0.01%
2,500
370
$78.8K 0.01%
475
371
$78K 0.01%
848
372
$76.9K 0.01%
5,000
373
$76.7K 0.01%
892
-100
374
$75.2K 0.01%
381
+27
375
$75.2K 0.01%
712
+45
13 14
15
16 17