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
$125M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$338K
2
+$314K
3
+$299K
4
UNH icon
UnitedHealth
UNH
+$282K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$250K

Top Sells

1
+$464K
2
+$245K
3
+$236K
4
MRK icon
Merck
MRK
+$214K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$212K

Sector Composition

1 Healthcare 11.42%
2 Industrials 10.6%
3 Technology 10.51%
4 Consumer Staples 8.88%
5 Energy 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.36M 1.09%
46,070
+830
27
$1.33M 1.07%
34,596
+225
28
$1.31M 1.06%
23,638
-580
29
$1.3M 1.05%
10,982
+215
30
$1.3M 1.04%
23,845
+170
31
$1.27M 1.02%
12,595
-100
32
$1.25M 1%
21,010
-200
33
$1.19M 0.96%
22,604
+11
34
$1.19M 0.96%
14,306
-113
35
$1.18M 0.95%
144,052
+370
36
$1.17M 0.94%
13,920
-1,045
37
$1.16M 0.93%
30,345
38
$1.09M 0.88%
78,720
+3,845
39
$1.03M 0.83%
16,781
-36
40
$1.02M 0.82%
14,510
-2,850
41
$1.01M 0.81%
9,468
-1,541
42
$1M 0.81%
13,505
+100
43
$1M 0.8%
24,984
-5,895
44
$993K 0.8%
24,148
+3,357
45
$942K 0.76%
9,705
-55
46
$939K 0.75%
10,422
-90
47
$915K 0.73%
8,018
+1,630
48
$914K 0.73%
15,636
-150
49
$891K 0.72%
9,661
+656
50
$869K 0.7%
7,911
-775
1
2
3 4 5