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
726
$8.12K ﹤0.01%
+300
727
$8.1K ﹤0.01%
+73
728
$8.09K ﹤0.01%
+50
729
$8.08K ﹤0.01%
+197
730
$8.07K ﹤0.01%
+180
731
$7.98K ﹤0.01%
+53
732
$7.93K ﹤0.01%
+308
733
$7.9K ﹤0.01%
+323
734
$7.87K ﹤0.01%
+125
735
$7.76K ﹤0.01%
+125
736
$7.63K ﹤0.01%
+20
737
$7.59K ﹤0.01%
+117
738
$7.48K ﹤0.01%
+50
739
$7.45K ﹤0.01%
+134
740
$7.44K ﹤0.01%
+116
741
$7.43K ﹤0.01%
+70
742
$7.42K ﹤0.01%
+1,000
743
$7.24K ﹤0.01%
+108
744
$7.22K ﹤0.01%
+35
745
$7.19K ﹤0.01%
+135
746
$7.13K ﹤0.01%
+40
747
$7.12K ﹤0.01%
+70
748
$7.05K ﹤0.01%
+181
749
$7.02K ﹤0.01%
+50
750
$6.88K ﹤0.01%
+66
28 29
30
31 32