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
426
$53.3K 0.01%
323
-41
427
$53.3K 0.01%
500
428
$53.3K 0.01%
598
429
$53K 0.01%
1,424
+25
430
$52.6K 0.01%
445
431
$52.6K 0.01%
907
432
$52.5K 0.01%
710
+42
433
$52.4K 0.01%
1,000
434
$52.3K 0.01%
459
-258
435
$51.8K 0.01%
1,656
436
$51.6K 0.01%
1,250
-106
437
$51.5K 0.01%
2,630
+937
438
$51.1K 0.01%
2,966
+1,473
439
$50.7K 0.01%
2,100
-350
440
$50.7K 0.01%
200
441
$50.6K 0.01%
160
442
$50.5K 0.01%
886
443
$50.3K 0.01%
1,465
+85
444
$50.3K 0.01%
912
+92
445
$50.3K 0.01%
1,400
446
$49.6K 0.01%
+3,030
447
$49.1K 0.01%
191
+22
448
$48.7K 0.01%
2,242
-88
449
$48.7K 0.01%
458
-181
450
$48.7K 0.01%
148
16 17
18
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