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
501
$36.1K 0.01%
2,364
502
$35.9K 0.01%
960
+95
503
$35.5K 0.01%
1,200
504
$35.5K 0.01%
900
505
$35.3K 0.01%
265
+17
506
$34.7K 0.01%
197
+27
507
$34.7K 0.01%
264
508
$34.6K 0.01%
507
-227
509
$34.3K 0.01%
120
510
$34K 0.01%
290
+3
511
$33.9K 0.01%
175
+11
512
$33.6K 0.01%
227
513
$33.6K 0.01%
1,000
-500
514
$33.5K 0.01%
311
515
$33.1K 0.01%
56
-27
516
$33.1K 0.01%
64
+8
517
$33K 0.01%
362
-39
518
$32.5K 0.01%
+781
519
$32.3K 0.01%
350
-141
520
$32.3K 0.01%
338
-48
521
$32.3K 0.01%
+1,365
522
$32.2K 0.01%
450
523
$31.9K 0.01%
56
-8
524
$31.9K 0.01%
2,041
+135
525
$31.9K 0.01%
439
19 20
21
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