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
651
$13.3K ﹤0.01%
399
+274
652
$13.3K ﹤0.01%
131
+8
653
$13.3K ﹤0.01%
100
654
$13.3K ﹤0.01%
245
655
$13.3K ﹤0.01%
1,130
656
$13.2K ﹤0.01%
285
657
$13.1K ﹤0.01%
100
658
$13K ﹤0.01%
1,073
+62
659
$12.9K ﹤0.01%
82
-9
660
$12.7K ﹤0.01%
1,017
+1
661
$12.6K ﹤0.01%
599
+119
662
$12.6K ﹤0.01%
+1,000
663
$12.5K ﹤0.01%
9,698
664
$12.5K ﹤0.01%
150
665
$12.4K ﹤0.01%
66
666
$12.1K ﹤0.01%
534
-100
667
$12.1K ﹤0.01%
+300
668
$12.1K ﹤0.01%
1,359
669
$12K ﹤0.01%
230
670
$11.9K ﹤0.01%
170
+10
671
$11.8K ﹤0.01%
19
672
$11.7K ﹤0.01%
358
673
$11.7K ﹤0.01%
451
+26
674
$11.7K ﹤0.01%
427
675
$11.6K ﹤0.01%
62