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
751
$6.78K ﹤0.01%
+135
752
$6.75K ﹤0.01%
+50
753
$6.75K ﹤0.01%
+119
754
$6.67K ﹤0.01%
+65
755
$6.66K ﹤0.01%
+250
756
$6.49K ﹤0.01%
105
-6,443
757
$6.43K ﹤0.01%
+54
758
$6.36K ﹤0.01%
+156
759
$6.34K ﹤0.01%
+125
760
$6.31K ﹤0.01%
+61
761
$6.27K ﹤0.01%
+33
762
$6.21K ﹤0.01%
+1,000
763
$6.18K ﹤0.01%
+37
764
$6.12K ﹤0.01%
+60
765
$6.09K ﹤0.01%
+232
766
$6.01K ﹤0.01%
+84
767
$5.97K ﹤0.01%
+41
768
$5.93K ﹤0.01%
+60
769
$5.78K ﹤0.01%
+430
770
$5.76K ﹤0.01%
+247
771
$5.62K ﹤0.01%
+971
772
$5.54K ﹤0.01%
+148
773
$5.38K ﹤0.01%
+135
774
$5.33K ﹤0.01%
+321
775
$5.31K ﹤0.01%
+675
29 30
31
32 33