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
601
$19.1K ﹤0.01%
210
602
$19.1K ﹤0.01%
450
603
$18.8K ﹤0.01%
310
+16
604
$18.7K ﹤0.01%
175
605
$18.6K ﹤0.01%
+387
606
$18.5K ﹤0.01%
98
+23
607
$18.4K ﹤0.01%
207
608
$18.3K ﹤0.01%
375
609
$18.1K ﹤0.01%
300
-100
610
$18.1K ﹤0.01%
568
+48
611
$18K ﹤0.01%
73
-124
612
$18K ﹤0.01%
50
613
$17.9K ﹤0.01%
100
614
$17.7K ﹤0.01%
300
-200
615
$17.6K ﹤0.01%
94
616
$17.5K ﹤0.01%
98
617
$17.4K ﹤0.01%
360
618
$17.3K ﹤0.01%
184
+11
619
$17.3K ﹤0.01%
200
620
$17.1K ﹤0.01%
124
621
$17K ﹤0.01%
357
622
$17K ﹤0.01%
150
623
$16.9K ﹤0.01%
225
624
$16.9K ﹤0.01%
266
-50
625
$16.6K ﹤0.01%
167
23 24
25
26 27