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
476
$41.7K 0.01%
940
+59
477
$40.7K 0.01%
178
-38
478
$40.3K 0.01%
64
-31
479
$40.2K 0.01%
713
-37
480
$39.5K 0.01%
500
481
$39.3K 0.01%
416
+272
482
$39.3K 0.01%
1,654
483
$39.3K 0.01%
575
484
$39K 0.01%
296
+101
485
$38.9K 0.01%
204
486
$38.7K 0.01%
468
+29
487
$38.6K 0.01%
100
488
$38.5K 0.01%
339
+21
489
$38.1K 0.01%
234
+15
490
$38.1K 0.01%
871
491
$38.1K 0.01%
222
+65
492
$37.7K 0.01%
885
493
$37.4K 0.01%
457
494
$37.3K 0.01%
789
+50
495
$37K 0.01%
134
-52
496
$36.9K 0.01%
923
+96
497
$36.9K 0.01%
279
-61
498
$36.4K 0.01%
200
499
$36.3K 0.01%
397
500
$36.3K 0.01%
21
18 19
20
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