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 Buys

1
+$7.6M
2
+$5.74M
3
+$4.85M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.83M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$3.66M

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
676
$11.6K ﹤0.01%
130
677
$11.5K ﹤0.01%
530
678
$11.5K ﹤0.01%
135
679
$11.3K ﹤0.01%
240
680
$11.2K ﹤0.01%
125
681
$11.2K ﹤0.01%
1,000
682
$11.1K ﹤0.01%
400
-27
683
$10.9K ﹤0.01%
44
+4
684
$10.8K ﹤0.01%
310
685
$10.8K ﹤0.01%
29
+6
686
$10.7K ﹤0.01%
80
687
$10.6K ﹤0.01%
60
688
$10.6K ﹤0.01%
109
689
$10.5K ﹤0.01%
+114
690
$10.3K ﹤0.01%
31
691
$10.2K ﹤0.01%
1,000
692
$10.2K ﹤0.01%
500
693
$10.1K ﹤0.01%
48
694
$10.1K ﹤0.01%
171
695
$9.94K ﹤0.01%
21
+2
696
$9.94K ﹤0.01%
2
-13
697
$9.88K ﹤0.01%
64
+42
698
$9.68K ﹤0.01%
131
+8
699
$9.63K ﹤0.01%
120
700
$9.44K ﹤0.01%
277
-300
26 27
28
29 30