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
451
$48.5K 0.01%
4,895
-2,334
452
$47.8K 0.01%
260
+21
453
$47.6K 0.01%
425
-493
454
$47.6K 0.01%
399
+20
455
$47.5K 0.01%
433
+25
456
$47.1K 0.01%
364
457
$46.5K 0.01%
333
+198
458
$46.2K 0.01%
916
+609
459
$46K 0.01%
348
-39
460
$45.9K 0.01%
450
-36
461
$45K 0.01%
950
462
$45K 0.01%
1,373
463
$44.9K 0.01%
918
-1,141
464
$44.8K 0.01%
351
465
$44.7K 0.01%
504
+2
466
$44.5K 0.01%
258
+61
467
$43.9K 0.01%
780
+200
468
$43.8K 0.01%
721
+1
469
$43.4K 0.01%
153
+29
470
$43.1K 0.01%
561
+73
471
$42.7K 0.01%
2,129
-1,990
472
$42.6K 0.01%
950
-483
473
$42.3K 0.01%
430
-1
474
$42.3K 0.01%
367
-134
475
$42.1K 0.01%
380
17 18
19
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