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
876
$1.05K ﹤0.01%
+17
877
$1K ﹤0.01%
+12
878
$955 ﹤0.01%
+205
879
$915 ﹤0.01%
+500
880
$872 ﹤0.01%
+42
881
$841 ﹤0.01%
+35
882
$810 ﹤0.01%
+15
883
$730 ﹤0.01%
+1,000
884
$501 ﹤0.01%
+12
885
$497 ﹤0.01%
+17
886
$472 ﹤0.01%
+23
887
$451 ﹤0.01%
+45
888
$421 ﹤0.01%
+10
889
$383 ﹤0.01%
+40
890
$327 ﹤0.01%
+11
891
$297 ﹤0.01%
+18
892
$236 ﹤0.01%
+19
893
$231 ﹤0.01%
+1,000
894
$180 ﹤0.01%
+4
895
$178 ﹤0.01%
+80
896
$133 ﹤0.01%
+3
897
$116 ﹤0.01%
+13
898
$109 ﹤0.01%
+13
899
$63 ﹤0.01%
+5
900
$58 ﹤0.01%
+32
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