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
376
$76.7K 0.01%
+83
377
$76.5K 0.01%
+1,482
378
$76.3K 0.01%
+7,229
379
$74.9K 0.01%
+144
380
$74.8K 0.01%
+1,399
381
$74.7K 0.01%
+475
382
$74.7K 0.01%
+693
383
$74.6K 0.01%
+2,853
384
$74.1K 0.01%
+837
385
$73.6K 0.01%
+95
386
$73.4K 0.01%
6,150
-4,450
387
$73.3K 0.01%
+581
388
$73.3K 0.01%
+450
389
$72.5K 0.01%
+435
390
$71.5K 0.01%
+2,018
391
$70.7K 0.01%
+470
392
$70.2K 0.01%
+2,500
393
$69.2K 0.01%
+250
394
$69K 0.01%
+865
395
$68.7K 0.01%
+7
396
$68.1K 0.01%
+1,000
397
$67.8K 0.01%
+744
398
$66.2K 0.01%
+1,211
399
$65.7K 0.01%
+734
400
$65.7K 0.01%
+668