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
$419M
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$9.61M
2
+$5.07M
3
+$3.32M
4
VTV icon
Vanguard Value ETF
VTV
+$3.12M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.08M

Top Sells

1
+$9.28M
2
+$2.37M
3
+$1.35M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.11M
5
AAPL icon
Apple
AAPL
+$1.05M

Sector Composition

1 Technology 12.78%
2 Healthcare 5.46%
3 Financials 5.17%
4 Communication Services 4.74%
5 Industrials 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-5,054
252
– –
-4,778
253
– –
-5,674
254
– –
-1,068
7 8 9 10
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