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
551
$26.7K ﹤0.01%
+600
552
$26.7K ﹤0.01%
+56
553
$26.7K ﹤0.01%
+9,698
554
$26.6K ﹤0.01%
+558
555
$26.3K ﹤0.01%
+111
556
$26.3K ﹤0.01%
+196
557
$26.2K ﹤0.01%
+45
558
$25.8K ﹤0.01%
+933
559
$25.8K ﹤0.01%
+150
560
$25.7K ﹤0.01%
+135
561
$25.4K ﹤0.01%
+200
562
$25.4K ﹤0.01%
+59
563
$25.4K ﹤0.01%
+1,360
564
$25.3K ﹤0.01%
+204
565
$25.1K ﹤0.01%
+692
566
$24.7K ﹤0.01%
+55
567
$24.7K ﹤0.01%
+261
568
$24.2K ﹤0.01%
+1,645
569
$24.1K ﹤0.01%
+140
570
$23.3K ﹤0.01%
+577
571
$23.3K ﹤0.01%
+375
572
$23.2K ﹤0.01%
+164
573
$23K ﹤0.01%
+586
574
$22.9K ﹤0.01%
+100
575
$22.7K ﹤0.01%
+633