OC

Oarsman Capital Portfolio holdings

AUM $770M
1-Year Est. Return 19.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.14%
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
+$12.8M
2
+$4.5M
3
+$3.61M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$3.32M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.98M

Top Sells

1
+$5.47M
2
+$2M
3
+$1.42M
4
ULTA icon
Ulta Beauty
ULTA
+$1.19M
5
IAUM icon
iShares Gold Trust Micro
IAUM
+$917K

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
851
$1.84K ﹤0.01%
+162
852
$1.8K ﹤0.01%
+251
853
$1.78K ﹤0.01%
+63
854
$1.73K ﹤0.01%
+343
855
$1.72K ﹤0.01%
+12
856
$1.64K ﹤0.01%
+540
857
$1.61K ﹤0.01%
+100
858
$1.58K ﹤0.01%
+53
859
$1.55K ﹤0.01%
+120
860
$1.54K ﹤0.01%
+26
861
$1.5K ﹤0.01%
+109
862
$1.41K ﹤0.01%
+5
863
$1.41K ﹤0.01%
+500
864
$1.36K ﹤0.01%
+58
865
$1.3K ﹤0.01%
+25
866
$1.22K ﹤0.01%
+19
867
$1.2K ﹤0.01%
+675
868
$1.18K ﹤0.01%
+23
869
$1.13K ﹤0.01%
+35
870
$1.12K ﹤0.01%
+100
871
$1.11K ﹤0.01%
+25
872
$1.08K ﹤0.01%
+15
873
$1.06K ﹤0.01%
+7
874
$1.06K ﹤0.01%
+17
875
$1.05K ﹤0.01%
+28
33 34
35
36 37