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
826
$2.71K ﹤0.01%
+24
827
$2.64K ﹤0.01%
+40
828
$2.63K ﹤0.01%
+102
829
$2.61K ﹤0.01%
+34
830
$2.53K ﹤0.01%
+22
831
$2.51K ﹤0.01%
+67
832
$2.46K ﹤0.01%
+16
833
$2.46K ﹤0.01%
+55
834
$2.45K ﹤0.01%
+1,000
835
$2.45K ﹤0.01%
+62
836
$2.44K ﹤0.01%
+30
837
$2.41K ﹤0.01%
+100
838
$2.37K ﹤0.01%
+51
839
$2.29K ﹤0.01%
+12
840
$2.17K ﹤0.01%
+1,000
841
$2.16K ﹤0.01%
+75
842
$2.12K ﹤0.01%
+1,095
843
$2.11K ﹤0.01%
+1,000
844
$2.04K ﹤0.01%
+91
845
$1.96K ﹤0.01%
+20
846
$1.95K ﹤0.01%
+22
847
$1.87K ﹤0.01%
+200
848
$1.87K ﹤0.01%
+125
849
$1.85K ﹤0.01%
+100
850
$1.85K ﹤0.01%
+100
32 33
34
35 36