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
801
$3.19K ﹤0.01%
100
802
$3.18K ﹤0.01%
100
803
$3.16K ﹤0.01%
46
+22
804
$3.16K ﹤0.01%
36
805
$3.16K ﹤0.01%
102
806
$3.14K ﹤0.01%
32
807
$3.14K ﹤0.01%
100
808
$3.13K ﹤0.01%
2,357
809
$3.04K ﹤0.01%
142
+5
810
$3.03K ﹤0.01%
135
811
$2.97K ﹤0.01%
30
812
$2.95K ﹤0.01%
35
813
$2.95K ﹤0.01%
85
814
$2.94K ﹤0.01%
+78
815
$2.77K ﹤0.01%
105
816
$2.75K ﹤0.01%
50
+24
817
$2.69K ﹤0.01%
+150
818
$2.66K ﹤0.01%
150
819
$2.57K ﹤0.01%
200
820
$2.56K ﹤0.01%
108
821
$2.48K ﹤0.01%
29
-477
822
$2.48K ﹤0.01%
1,000
823
$2.45K ﹤0.01%
67
824
$2.43K ﹤0.01%
25
825
$2.4K ﹤0.01%
34
31 32
33
34 35