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
701
$10.3K ﹤0.01%
+123
702
$10.1K ﹤0.01%
+292
703
$10K ﹤0.01%
+676
704
$9.85K ﹤0.01%
+109
705
$9.77K ﹤0.01%
+40
706
$9.73K ﹤0.01%
+1,000
707
$9.73K ﹤0.01%
+215
708
$9.71K ﹤0.01%
+117
709
$9.64K ﹤0.01%
+779
710
$9.64K ﹤0.01%
+48
711
$9.53K ﹤0.01%
+173
712
$9.44K ﹤0.01%
+38
713
$9.37K ﹤0.01%
+19
714
$9.21K ﹤0.01%
+1,724
715
$9.18K ﹤0.01%
+1,500
716
$9.16K ﹤0.01%
+1,000
717
$9.04K ﹤0.01%
+87
718
$9.02K ﹤0.01%
+19
719
$8.81K ﹤0.01%
+251
720
$8.62K ﹤0.01%
+500
721
$8.61K ﹤0.01%
+20
722
$8.41K ﹤0.01%
+177
723
$8.4K ﹤0.01%
+166
724
$8.28K ﹤0.01%
+23
725
$8.23K ﹤0.01%
+383