OC
Oarsman Capital Portfolio holdings
AUM
$638M
1-Year Return
15.34%
This Quarter Return
+3.54%
1 Year Return
+15.34%
3 Year Return
+60.56%
5 Year Return
+112.02%
10 Year Return
+209.72%
AUM
$232M
AUM Growth
-$4.26M
(-1.8%)
Cap. Flow
-$10.6M
Cap. Flow
% of AUM
-4.57%
Top 10 Holdings %
Top 10 Hldgs %
21.78%
Holding
200
New
12
Increased
34
Reduced
127
Closed
8
Top Buys
Top Sells
| 1 |
Vanguard Mega Cap Growth ETF
MGK
|
$3.55M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.68M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.43M |
| 4 |
DuPont de Nemours
DD
|
$2.24M |
| 5 |
Vanguard Value ETF
VTV
|
$2.03M |
Sector Composition
| 1 | Financials | 11.46% |
| 2 | Consumer Discretionary | 10.74% |
| 3 | Technology | 10.63% |
| 4 | Healthcare | 9.7% |
| 5 | Industrials | 9.54% |
