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
851
$1.6K ﹤0.01%
30
-396
852
$1.59K ﹤0.01%
+99
853
$1.59K ﹤0.01%
+44
854
$1.57K ﹤0.01%
7
-53
855
$1.56K ﹤0.01%
91
856
$1.49K ﹤0.01%
1,000
857
$1.46K ﹤0.01%
100
858
$1.37K ﹤0.01%
16
-50
859
$1.36K ﹤0.01%
1,000
860
$1.33K ﹤0.01%
58
861
$1.3K ﹤0.01%
25
862
$1.28K ﹤0.01%
61
-276
863
$1.27K ﹤0.01%
5
864
$1.23K ﹤0.01%
19
865
$1.17K ﹤0.01%
23
866
$1.13K ﹤0.01%
16
+1
867
$1.06K ﹤0.01%
20
-160
868
$1.02K ﹤0.01%
12
869
$1.01K ﹤0.01%
35
870
$995 ﹤0.01%
25
871
$991 ﹤0.01%
40
872
$979 ﹤0.01%
11
-280
873
$963 ﹤0.01%
12
-1,399
874
$955 ﹤0.01%
251
875
$942 ﹤0.01%
17
33 34
35
36 37