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
776
$4.29K ﹤0.01%
37
777
$4.26K ﹤0.01%
43
+12
778
$4.2K ﹤0.01%
82
779
$4.19K ﹤0.01%
+42
780
$4.18K ﹤0.01%
150
781
$4.17K ﹤0.01%
175
782
$4.07K ﹤0.01%
205
783
$3.98K ﹤0.01%
+40
784
$3.94K ﹤0.01%
+84
785
$3.92K ﹤0.01%
153
+2
786
$3.9K ﹤0.01%
75
787
$3.78K ﹤0.01%
35
788
$3.77K ﹤0.01%
135
789
$3.73K ﹤0.01%
+150
790
$3.5K ﹤0.01%
28
791
$3.48K ﹤0.01%
108
792
$3.46K ﹤0.01%
+184
793
$3.44K ﹤0.01%
+20
794
$3.41K ﹤0.01%
35
795
$3.41K ﹤0.01%
100
796
$3.39K ﹤0.01%
+114
797
$3.28K ﹤0.01%
1,085
798
$3.28K ﹤0.01%
26
799
$3.26K ﹤0.01%
40
800
$3.21K ﹤0.01%
30
-226
30 31
32
33 34