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
426
$56K 0.01%
+5,000
427
$55.4K 0.01%
+752
428
$55.2K 0.01%
+500
429
$55.2K 0.01%
+821
430
$55.1K 0.01%
+2,450
431
$55K 0.01%
+387
432
$54.8K 0.01%
+826
433
$54.8K 0.01%
+907
434
$53.9K 0.01%
+611
435
$53.6K 0.01%
+186
436
$53.5K 0.01%
+270
437
$53.3K 0.01%
+1,356
438
$53.2K 0.01%
+380
439
$52.4K 0.01%
+200
440
$52.3K 0.01%
+831
441
$52.1K 0.01%
+886
442
$52.1K 0.01%
+2,330
443
$51.5K 0.01%
+665
444
$51.4K 0.01%
+2,045
445
$51.4K 0.01%
+1,656
446
$51.2K 0.01%
+639
447
$51.1K 0.01%
+970
448
$50.6K 0.01%
+169
449
$50.4K 0.01%
+486
450
$49.9K 0.01%
+1,673