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
701
$9.2K ﹤0.01%
117
702
$9.15K ﹤0.01%
40
703
$9.12K ﹤0.01%
138
-62
704
$9.08K ﹤0.01%
20
705
$9.02K ﹤0.01%
49
+33
706
$8.83K ﹤0.01%
84
-35
707
$8.77K ﹤0.01%
58
+5
708
$8.73K ﹤0.01%
+200
709
$8.46K ﹤0.01%
100
710
$8.31K ﹤0.01%
125
711
$8.25K ﹤0.01%
45
712
$8.25K ﹤0.01%
5,000
713
$8.06K ﹤0.01%
87
714
$7.97K ﹤0.01%
251
715
$7.79K ﹤0.01%
+104
716
$7.77K ﹤0.01%
+16
717
$7.7K ﹤0.01%
1,500
718
$7.69K ﹤0.01%
166
719
$7.67K ﹤0.01%
131
+12
720
$7.61K ﹤0.01%
117
721
$7.59K ﹤0.01%
383
722
$7.52K ﹤0.01%
191
-175
723
$7.46K ﹤0.01%
134
724
$7.34K ﹤0.01%
70
725
$7.14K ﹤0.01%
50
27 28
29
30 31