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 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
626
$16.6K ﹤0.01%
299
+282
627
$16.3K ﹤0.01%
183
+11
628
$16.3K ﹤0.01%
1,000
629
$16.2K ﹤0.01%
106
+6
630
$16.1K ﹤0.01%
344
+117
631
$16K ﹤0.01%
650
632
$15.8K ﹤0.01%
466
+331
633
$15.7K ﹤0.01%
521
634
$15.2K ﹤0.01%
98
+6
635
$15.2K ﹤0.01%
190
636
$15.1K ﹤0.01%
422
637
$15K ﹤0.01%
490
638
$15K ﹤0.01%
257
639
$14.9K ﹤0.01%
387
-556
640
$14.8K ﹤0.01%
66
641
$14.5K ﹤0.01%
191
642
$14.4K ﹤0.01%
81
+31
643
$14.3K ﹤0.01%
125
644
$14.1K ﹤0.01%
316
+19
645
$14K ﹤0.01%
280
+14
646
$13.6K ﹤0.01%
200
-25
647
$13.6K ﹤0.01%
171
+10
648
$13.5K ﹤0.01%
236
+4
649
$13.5K ﹤0.01%
61
650
$13.4K ﹤0.01%
30