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
501
$35.8K 0.01%
+871
502
$35K 0.01%
+492
503
$34.9K 0.01%
+124
504
$34.3K 0.01%
+287
505
$34.3K 0.01%
+439
506
$34.2K 0.01%
+200
507
$34.1K 0.01%
+865
508
$33.7K 0.01%
+1,906
509
$33.7K 0.01%
+1,493
510
$33.6K 0.01%
+881
511
$33.1K 0.01%
+580
512
$32.9K 0.01%
+21
513
$32.9K 0.01%
+264
514
$32.7K 0.01%
+217
515
$32.7K 0.01%
+318
516
$32.2K 0.01%
+120
517
$32.1K 0.01%
+1,009
518
$32K 0.01%
+1,000
519
$32K 0.01%
+248
520
$31.9K 0.01%
+300
521
$31.7K 0.01%
+100
522
$31.6K 0.01%
+64
523
$31.5K 0.01%
+943
524
$31.4K 0.01%
+439
525
$31K 0.01%
+227
19 20
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