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
776
$5.26K ﹤0.01%
+9
777
$5.17K ﹤0.01%
+212
778
$5.1K ﹤0.01%
+625
779
$5.03K ﹤0.01%
+100
780
$5.01K ﹤0.01%
+39
781
$4.95K ﹤0.01%
+39
782
$4.94K ﹤0.01%
+105
783
$4.9K ﹤0.01%
+175
784
$4.64K ﹤0.01%
+53
785
$4.61K ﹤0.01%
+86
786
$4.55K ﹤0.01%
+125
787
$4.53K ﹤0.01%
+90
788
$4.53K ﹤0.01%
+116
789
$4.52K ﹤0.01%
+100
790
$4.51K ﹤0.01%
+210
791
$4.34K ﹤0.01%
+150
792
$4.31K ﹤0.01%
+37
793
$4.15K ﹤0.01%
+2,357
794
$4.11K ﹤0.01%
+135
795
$4.06K ﹤0.01%
+82
796
$4.01K ﹤0.01%
+75
797
$4.01K ﹤0.01%
+200
798
$3.98K ﹤0.01%
+1,085
799
$3.91K ﹤0.01%
+151
800
$3.73K ﹤0.01%
+108
30 31
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