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
$541M
AUM Growth
+$86.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
906
New
Increased
Reduced
Closed

Top Buys

1 +$13.4M
2 +$4.68M
3 +$3.83M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$3.37M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.06M

Top Sells

1 +$5.68M
2 +$2.07M
3 +$1.48M
4
ULTA icon
Ulta Beauty
ULTA
+$1.24M
5
IAUM icon
iShares Gold Trust Micro
IAUM
+$974K

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
526
$30.7K 0.01%
+250
527
$30.6K 0.01%
+996
528
$30.3K 0.01%
+490
529
$30.3K 0.01%
+186
530
$30.2K 0.01%
+197
531
$30.1K 0.01%
+56
532
$29.9K 0.01%
+3,200
533
$29.9K 0.01%
+739
534
$29.6K 0.01%
+500
535
$29.5K 0.01%
+793
536
$29.4K 0.01%
+440
537
$29.4K 0.01%
+2,923
538
$29.2K 0.01%
+261
539
$29K 0.01%
+399
540
$28.9K 0.01%
+256
541
$28.4K 0.01%
+150
542
$28.1K 0.01%
+350
543
$28.1K 0.01%
+157
544
$28K 0.01%
+1,400
545
$27.9K 0.01%
+387
546
$27.4K 0.01%
+119
547
$27.2K 0.01%
+125
548
$27.2K 0.01%
+291
549
$27.2K 0.01%
+1,693
550
$27K 0.01%
+426