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
826
$2.26K ﹤0.01%
51
827
$2.24K ﹤0.01%
75
828
$2.23K ﹤0.01%
+82
829
$2.21K ﹤0.01%
12
830
$2.1K ﹤0.01%
750
-250
831
$2.09K ﹤0.01%
18
-32
832
$2.02K ﹤0.01%
120
833
$2K ﹤0.01%
100
834
$1.95K ﹤0.01%
+89
835
$1.95K ﹤0.01%
109
836
$1.94K ﹤0.01%
40
837
$1.94K ﹤0.01%
53
838
$1.93K ﹤0.01%
100
839
$1.89K ﹤0.01%
53
-55
840
$1.88K ﹤0.01%
+106
841
$1.85K ﹤0.01%
200
842
$1.8K ﹤0.01%
42
-173
843
$1.78K ﹤0.01%
36
-50
844
$1.76K ﹤0.01%
12
845
$1.75K ﹤0.01%
162
846
$1.74K ﹤0.01%
100
847
$1.7K ﹤0.01%
1,095
848
$1.67K ﹤0.01%
62
849
$1.66K ﹤0.01%
125
850
$1.64K ﹤0.01%
+1,000
32 33
34
35 36