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
601
$19.5K ﹤0.01%
+450
602
$19.3K ﹤0.01%
+210
603
$19.1K ﹤0.01%
+124
604
$19K ﹤0.01%
+200
605
$18.3K ﹤0.01%
+167
606
$18.1K ﹤0.01%
+225
607
$18.1K ﹤0.01%
+94
608
$18.1K ﹤0.01%
+700
609
$18.1K ﹤0.01%
+355
610
$18.1K ﹤0.01%
+175
611
$17.9K ﹤0.01%
+100
612
$17.7K ﹤0.01%
+200
613
$17.6K ﹤0.01%
+520
614
$17.5K ﹤0.01%
+1,000
615
$17.4K ﹤0.01%
+650
616
$17.3K ﹤0.01%
+50
617
$17.2K ﹤0.01%
+490
618
$17.2K ﹤0.01%
+366
619
$17.1K ﹤0.01%
+100
620
$17.1K ﹤0.01%
+422
621
$17K ﹤0.01%
+1,011
622
$16.8K ﹤0.01%
+480
623
$16.8K ﹤0.01%
+160
624
$16.8K ﹤0.01%
+190
625
$16.6K ﹤0.01%
+656