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
401
$65.7K 0.01%
+5,450
402
$65.6K 0.01%
+1,759
403
$65.6K 0.01%
+502
404
$65K 0.01%
+2,850
405
$63.9K 0.01%
+5,273
406
$63.2K 0.01%
+379
407
$63.2K 0.01%
+15
408
$63.1K 0.01%
+667
409
$63.1K 0.01%
+7,000
410
$63.1K 0.01%
+1,337
411
$62.8K 0.01%
+1,086
412
$62.6K 0.01%
+345
413
$61.5K 0.01%
+354
414
$61.5K 0.01%
+760
415
$61.1K 0.01%
+658
416
$59.9K 0.01%
+19
417
$59.8K 0.01%
+560
418
$59.4K 0.01%
+501
419
$59.1K 0.01%
+1,295
420
$58.3K 0.01%
+30
421
$58.3K 0.01%
+598
422
$57.9K 0.01%
+256
423
$57.6K 0.01%
+1,230
424
$57.4K 0.01%
+1,418
425
$57.3K 0.01%
+123