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
51
$2.24M 0.41%
87,607
-3,049
52
$2.2M 0.41%
38,405
+4,447
53
$2.19M 0.4%
9,899
+2,936
54
$2.13M 0.39%
37,769
+1,253
55
$2.05M 0.38%
28,258
+5,000
56
$2M 0.37%
12,810
+2,773
57
$1.97M 0.36%
1,898
+104
58
$1.92M 0.35%
4,123
-953
59
$1.8M 0.33%
8,552
+184
60
$1.8M 0.33%
2,032
-30
61
$1.79M 0.33%
7,347
-707
62
$1.77M 0.33%
22,866
+560
63
$1.77M 0.33%
15,040
+1,090
64
$1.76M 0.32%
44,414
+1,902
65
$1.71M 0.31%
2,981
+418
66
$1.67M 0.31%
9,792
+395
67
$1.67M 0.31%
113,433
-2,517
68
$1.66M 0.31%
9,783
-1,980
69
$1.65M 0.3%
21,130
+3,142
70
$1.63M 0.3%
74,260
-7,405
71
$1.57M 0.29%
5,995
+3,026
72
$1.55M 0.29%
117,976
-1,721
73
$1.51M 0.28%
103,768
+7,504
74
$1.49M 0.27%
23,885
-298
75
$1.45M 0.27%
27,307
+837
1 2
3
4 5