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
401
$60.9K 0.01%
131
+8
402
$60.1K 0.01%
7,000
403
$59.3K 0.01%
2,117
404
$59.2K 0.01%
1,145
+175
405
$59.1K 0.01%
459
+273
406
$59K 0.01%
5,273
407
$58.6K 0.01%
897
408
$57.3K 0.01%
7
409
$57.1K 0.01%
2,312
+267
410
$57K 0.01%
888
+62
411
$56.6K 0.01%
289
+19
412
$56.3K 0.01%
566
+6
413
$56.2K 0.01%
1,000
414
$56.1K 0.01%
1,759
415
$55.8K 0.01%
1,036
-50
416
$55.7K 0.01%
920
-1,083
417
$55.6K 0.01%
979
-990
418
$55K 0.01%
821
419
$54.9K 0.01%
470
420
$54.4K 0.01%
182
+13
421
$54.4K 0.01%
17
-2
422
$54K 0.01%
611
423
$54K 0.01%
1,518
+100
424
$53.8K 0.01%
415
+25
425
$53.6K 0.01%
796
+44
15 16
17
18 19