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
651
$13.9K ﹤0.01%
+200
652
$13.9K ﹤0.01%
+123
653
$13.8K ﹤0.01%
+91
654
$13.7K ﹤0.01%
+232
655
$13.5K ﹤0.01%
+326
656
$13.5K ﹤0.01%
+100
657
$13.5K ﹤0.01%
+150
658
$13.5K ﹤0.01%
+1,000
659
$13.2K ﹤0.01%
+307
660
$13.2K ﹤0.01%
+120
661
$13.1K ﹤0.01%
+198
662
$12.9K ﹤0.01%
+297
663
$12.9K ﹤0.01%
+427
664
$12.9K ﹤0.01%
+266
665
$12.9K ﹤0.01%
+285
666
$12.6K ﹤0.01%
+100
667
$12.5K ﹤0.01%
+1,130
668
$12.2K ﹤0.01%
+1,085
669
$12.1K ﹤0.01%
+5,000
670
$12.1K ﹤0.01%
+1,000
671
$12.1K ﹤0.01%
+230
672
$12K ﹤0.01%
+60
673
$11.9K ﹤0.01%
+60
674
$11.9K ﹤0.01%
+310
675
$11.9K ﹤0.01%
+165