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
476
$42.4K 0.01%
+170
477
$42.3K 0.01%
+169
478
$42.1K 0.01%
+897
479
$41.2K 0.01%
+750
480
$41.2K 0.01%
+491
481
$40.5K 0.01%
+1,654
482
$39.9K 0.01%
+364
483
$39.7K 0.01%
+408
484
$39.1K 0.01%
+401
485
$39K 0.01%
+386
486
$38.6K 0.01%
+243
487
$38.5K 0.01%
+219
488
$38.4K 0.01%
+885
489
$38.2K 0.01%
+450
490
$37.7K 0.01%
+148
491
$37.7K 0.01%
+457
492
$37.7K 0.01%
+1,200
493
$37.7K 0.01%
+488
494
$37.3K 0.01%
+900
495
$37.3K 0.01%
+2,364
496
$37K 0.01%
+100
497
$36.9K 0.01%
+439
498
$35.9K 0.01%
+827
499
$35.9K 0.01%
+311
500
$35.8K 0.01%
+600
18 19
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