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
376
$75.1K 0.01%
1,517
-1,229
377
$74.4K 0.01%
875
-533
378
$73.5K 0.01%
1,248
-154
379
$73.2K 0.01%
250
380
$72.9K 0.01%
137
-57
381
$72.6K 0.01%
855
382
$71.3K 0.01%
2,853
383
$71.2K 0.01%
2,531
384
$70.9K 0.01%
+3,000
385
$70.1K 0.01%
1,832
-186
386
$69.3K 0.01%
416
+22
387
$68.8K 0.01%
465
-37
388
$68.7K 0.01%
1,793
-161
389
$66.8K 0.01%
1,482
390
$65.3K 0.01%
454
+51
391
$65K 0.01%
705
+47
392
$64.3K 0.01%
5,300
-850
393
$64K 0.01%
837
394
$63.6K 0.01%
6,085
+5,000
395
$63.3K 0.01%
6,475
-3,353
396
$62.8K 0.01%
450
397
$62.5K 0.01%
+1,169
398
$62.3K 0.01%
4,333
-1,350
399
$61.5K 0.01%
613
-131
400
$61.5K 0.01%
880
+49
14 15
16
17 18