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
551
$25.9K ﹤0.01%
264
+64
552
$25.9K ﹤0.01%
933
553
$25.8K ﹤0.01%
697
-976
554
$25.6K ﹤0.01%
+438
555
$25.5K ﹤0.01%
1,000
556
$25.4K ﹤0.01%
100
557
$25.2K ﹤0.01%
387
558
$25.2K ﹤0.01%
399
559
$25.1K ﹤0.01%
307
-358
560
$24.9K ﹤0.01%
350
561
$24.9K ﹤0.01%
143
-113
562
$24.8K ﹤0.01%
59
563
$24.7K ﹤0.01%
196
564
$23.8K ﹤0.01%
+229
565
$23.8K ﹤0.01%
271
+148
566
$23.6K ﹤0.01%
635
+1
567
$23.5K ﹤0.01%
311
+138
568
$23.4K ﹤0.01%
56
569
$23.2K ﹤0.01%
176
-169
570
$22.9K ﹤0.01%
140
571
$22.9K ﹤0.01%
+65
572
$22.6K ﹤0.01%
625
573
$22.6K ﹤0.01%
469
574
$22.6K ﹤0.01%
225
575
$22.6K ﹤0.01%
450
21 22
23
24 25