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
676
$11.8K ﹤0.01%
+1,016
677
$11.6K ﹤0.01%
+245
678
$11.5K ﹤0.01%
+240
679
$11.4K ﹤0.01%
+227
680
$11.3K ﹤0.01%
+216
681
$11.2K ﹤0.01%
+144
682
$11.1K ﹤0.01%
+19
683
$11.1K ﹤0.01%
+530
684
$11.1K ﹤0.01%
+480
685
$11.1K ﹤0.01%
+46
686
$11.1K ﹤0.01%
+30
687
$11.1K ﹤0.01%
+161
688
$11K ﹤0.01%
+171
689
$11K ﹤0.01%
+135
690
$10.9K ﹤0.01%
+533
691
$10.9K ﹤0.01%
+130
692
$10.9K ﹤0.01%
+337
693
$10.8K ﹤0.01%
+62
694
$10.6K ﹤0.01%
+425
695
$10.5K ﹤0.01%
+100
696
$10.5K ﹤0.01%
+45
697
$10.4K ﹤0.01%
+80
698
$10.4K ﹤0.01%
+123
699
$10.3K ﹤0.01%
+31
700
$10.3K ﹤0.01%
+50