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
626
$16.6K ﹤0.01%
+220
627
$16.5K ﹤0.01%
+840
628
$16.5K ﹤0.01%
+213
629
$16.4K ﹤0.01%
+105
630
$16.3K ﹤0.01%
+150
631
$16.3K ﹤0.01%
+360
632
$16.1K ﹤0.01%
+357
633
$16.1K ﹤0.01%
+294
634
$15.9K ﹤0.01%
+1,359
635
$15.8K ﹤0.01%
+92
636
$15.8K ﹤0.01%
+125
637
$15.7K ﹤0.01%
+61
638
$15.2K ﹤0.01%
+257
639
$15.1K ﹤0.01%
+634
640
$14.9K ﹤0.01%
+66
641
$14.7K ﹤0.01%
+98
642
$14.6K ﹤0.01%
+500
643
$14.5K ﹤0.01%
+620
644
$14.2K ﹤0.01%
+191
645
$14.1K ﹤0.01%
+119
646
$14K ﹤0.01%
+358
647
$14K ﹤0.01%
+387
648
$14K ﹤0.01%
+66
649
$14K ﹤0.01%
+173
650
$13.9K ﹤0.01%
+427