OC
Oarsman Capital Portfolio holdings
AUM
$805M
1-Year Est. Return
20.48%
This Fund
S&P 500
1 Year Est. Return
+20.48%
AUM
$770M
AUM Growth
+$56.7M
(+8%)
Holding
258
Top Buys
| 1 | +$10.3M | |
| 2 | +$7.65M | |
| 3 | +$5.28M | |
| 4 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$3.67M |
| 5 |
Vanguard Value ETF
VTV
|
+$3.13M |
Top Sells
| 1 | +$4.9M | |
| 2 | +$1.53M | |
| 3 | +$1.37M | |
| 4 |
Adobe
ADBE
|
+$1.34M |
| 5 |
Amphenol
APH
|
+$835K |
Sector Composition
| 1 | Technology | 11.09% |
| 2 | Communication Services | 5.06% |
| 3 | Financials | 4.46% |
| 4 | Healthcare | 3.61% |
| 5 | Industrials | 3.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Kimberly-Clark
KMB
$32.2B
| – | – |
-2,719
|
|
||
|
HBI
252
DELISTED
Hanesbrands
HBI
| – | – |
-10,800
|
|
||
253
Ford
F
$54.1B
| – | – |
-12,149
|
|
||
254
Emerson Electric
EMR
$77.2B
| – | – |
-1,559
|
|
||
255
Datadog
DDOG
$73.1B
| – | – |
-1,419
|
|
||
256
Church & Dwight Co
CHD
$22.5B
| – | – |
-2,546
|
|
||
257
BlackRock Credit Allocation Income Trust
BTZ
$957M
| – | – |
-11,558
|
|
||
|
258
Adobe
ADBE
$95.4B
| – | – |
-3,789
|
|