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
$130M
AUM Growth
+$4.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$442K
3
+$398K
4
DE icon
Deere & Co
DE
+$286K
5
VZ icon
Verizon
VZ
+$265K

Top Sells

1
+$337K
2
+$309K
3
+$239K
4
BCS icon
Barclays
BCS
+$182K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$88.8K

Sector Composition

1 Healthcare 12.87%
2 Technology 10.51%
3 Industrials 9.97%
4 Consumer Staples 8.7%
5 Energy 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.36M 1.05%
34,642
+46
27
$1.32M 1.02%
10,605
-377
28
$1.3M 1.01%
46,050
-20
29
$1.3M 1%
24,629
-355
30
$1.3M 1%
22,868
-770
31
$1.25M 0.96%
20,930
-80
32
$1.25M 0.96%
30,430
+85
33
$1.21M 0.94%
12,410
-185
34
$1.18M 0.91%
19,834
-4,011
35
$1.16M 0.9%
22,605
+1
36
$1.14M 0.88%
+16,130
37
$1.14M 0.88%
138,152
-5,900
38
$1.12M 0.86%
78,620
-100
39
$1.1M 0.85%
13,295
-625
40
$1.1M 0.85%
10,185
+717
41
$1.08M 0.83%
16,950
+169
42
$1.06M 0.82%
13,435
-70
43
$1.04M 0.81%
25,692
+1,544
44
$1.03M 0.8%
10,609
+187
45
$1.02M 0.79%
8,293
+275
46
$987K 0.76%
10,070
+365
47
$966K 0.75%
10,635
+3,145
48
$944K 0.73%
15,542
-94
49
$936K 0.72%
14,010
-500
50
$934K 0.72%
10,752
-3,554
1
2
3 4 5