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
801
$3.69K ﹤0.01%
+35
802
$3.63K ﹤0.01%
+108
803
$3.57K ﹤0.01%
+114
804
$3.5K ﹤0.01%
+32
805
$3.49K ﹤0.01%
+31
806
$3.46K ﹤0.01%
+28
807
$3.4K ﹤0.01%
+85
808
$3.33K ﹤0.01%
+26
809
$3.29K ﹤0.01%
+105
810
$3.28K ﹤0.01%
+100
811
$3.25K ﹤0.01%
+137
812
$3.21K ﹤0.01%
+100
813
$3.17K ﹤0.01%
+100
814
$3.14K ﹤0.01%
+36
815
$3.1K ﹤0.01%
+35
816
$3.05K ﹤0.01%
+135
817
$2.98K ﹤0.01%
+35
818
$2.98K ﹤0.01%
+50
819
$2.89K ﹤0.01%
+150
820
$2.86K ﹤0.01%
+535
821
$2.84K ﹤0.01%
+414
822
$2.82K ﹤0.01%
+85
823
$2.79K ﹤0.01%
+40
824
$2.74K ﹤0.01%
+108
825
$2.72K ﹤0.01%
+25
31 32
33
34 35