OC

Oarsman Capital Portfolio holdings

AUM $770M
1-Year Est. Return 19.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.14%
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 +$12.8M
2 +$4.5M
3 +$3.61M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$3.32M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.98M

Top Sells

1 +$5.47M
2 +$2M
3 +$1.42M
4
ULTA icon
Ulta Beauty
ULTA
+$1.19M
5
IAUM icon
iShares Gold Trust Micro
IAUM
+$917K

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
451
$49.3K 0.01%
+1,400
452
$49.2K 0.01%
+445
453
$49.1K 0.01%
+820
454
$48.8K 0.01%
+720
455
$48.3K 0.01%
+403
456
$47.7K 0.01%
+160
457
$47.6K 0.01%
+1,380
458
$46.4K 0.01%
+239
459
$46.3K 0.01%
+2,117
460
$46.3K 0.01%
+1,373
461
$46.3K 0.01%
+575
462
$46.1K 0.01%
+800
463
$45.8K 0.01%
+502
464
$45.7K 0.01%
+950
465
$45.5K 0.01%
+364
466
$45.1K 0.01%
+197
467
$45.1K 0.01%
+216
468
$45K 0.01%
+351
469
$44.5K 0.01%
+1,012
470
$44.4K 0.01%
+1,500
471
$44.4K 0.01%
+397
472
$44.1K 0.01%
+390
473
$44.1K 0.01%
+340
474
$42.9K 0.01%
+500
475
$42.7K 0.01%
+431