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
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%
+506
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