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
576
$22.7K ﹤0.01%
+225
577
$22.7K ﹤0.01%
+374
578
$22.6K ﹤0.01%
+400
579
$22.6K ﹤0.01%
+450
580
$22.5K ﹤0.01%
+316
581
$22.4K ﹤0.01%
+125
582
$22.1K ﹤0.01%
+92
583
$22.1K ﹤0.01%
+625
584
$22.1K ﹤0.01%
+634
585
$22K ﹤0.01%
+270
586
$21.9K ﹤0.01%
+713
587
$21.4K ﹤0.01%
+3,000
588
$21.4K ﹤0.01%
+328
589
$21.2K ﹤0.01%
+195
590
$21.1K ﹤0.01%
+469
591
$20.8K ﹤0.01%
+191
592
$20.8K ﹤0.01%
+332
593
$20.4K ﹤0.01%
+114
594
$20.2K ﹤0.01%
+225
595
$20.1K ﹤0.01%
+521
596
$20K ﹤0.01%
+472
597
$19.8K ﹤0.01%
+705
598
$19.8K ﹤0.01%
+75
599
$19.8K ﹤0.01%
+172
600
$19.7K ﹤0.01%
+207