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
526
$31.7K 0.01%
506
+16
527
$31.6K 0.01%
300
528
$30.7K 0.01%
1,009
529
$30.7K 0.01%
233
+16
530
$30.6K 0.01%
250
531
$30.3K 0.01%
600
532
$30.1K 0.01%
3,087
+2,547
533
$29.9K 0.01%
+1,000
534
$29.8K 0.01%
495
-305
535
$29.7K 0.01%
389
-50
536
$29.7K 0.01%
650
-580
537
$29.6K 0.01%
440
538
$29.5K 0.01%
1,360
539
$29.4K 0.01%
702
-3
540
$29K 0.01%
+1,317
541
$29K 0.01%
911
+219
542
$28.9K 0.01%
492
543
$28.9K 0.01%
150
544
$28.8K 0.01%
48
+3
545
$28.7K 0.01%
558
546
$28K ﹤0.01%
+559
547
$27.8K ﹤0.01%
154
+4
548
$26.7K ﹤0.01%
125
549
$26.7K ﹤0.01%
1,001
+984
550
$26K ﹤0.01%
282
+21
20 21
22
23 24