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
726
$7.08K ﹤0.01%
33
-4
727
$7.06K ﹤0.01%
84
728
$7.05K ﹤0.01%
750
-250
729
$6.89K ﹤0.01%
+72
730
$6.83K ﹤0.01%
116
731
$6.81K ﹤0.01%
414
732
$6.79K ﹤0.01%
135
733
$6.79K ﹤0.01%
269
-39
734
$6.79K ﹤0.01%
+282
735
$6.74K ﹤0.01%
340
+17
736
$6.72K ﹤0.01%
+30
737
$6.69K ﹤0.01%
1,000
738
$6.68K ﹤0.01%
+147
739
$6.61K ﹤0.01%
210
-2
740
$6.59K ﹤0.01%
1,724
741
$6.47K ﹤0.01%
100
742
$6.47K ﹤0.01%
150
+2
743
$6.41K ﹤0.01%
+420
744
$6.38K ﹤0.01%
73
745
$6.37K ﹤0.01%
+15
746
$6.36K ﹤0.01%
50
747
$6.35K ﹤0.01%
54
748
$6.28K ﹤0.01%
105
749
$6.03K ﹤0.01%
1,000
750
$6.01K ﹤0.01%
235
+3
28 29
30
31 32