OC

Oarsman Capital Portfolio holdings

AUM $638M
1-Year Est. Return 15.34%
This Quarter Est. Return
1 Year Est. Return
+15.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
-$2.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$772K
2
+$389K
3
+$169K
4
VZ icon
Verizon
VZ
+$149K
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$119K

Top Sells

1
+$223K
2
+$213K
3
+$210K
4
HSY icon
Hershey
HSY
+$202K
5
INTC icon
Intel
INTC
+$194K

Sector Composition

1 Healthcare 13.27%
2 Technology 11.66%
3 Industrials 9.22%
4 Consumer Staples 7.58%
5 Energy 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.48M 1.09%
32,123
+143
27
$1.46M 1.08%
54,894
-2,750
28
$1.44M 1.06%
24,944
+676
29
$1.44M 1.06%
10,385
-50
30
$1.37M 1.01%
36,772
-500
31
$1.36M 1%
25,279
+145
32
$1.28M 0.94%
25,537
+2,987
33
$1.26M 0.93%
32,835
+1,160
34
$1.2M 0.89%
28,800
+2,071
35
$1.19M 0.87%
21,074
+154
36
$1.17M 0.86%
21,708
-70
37
$1.16M 0.85%
79,990
+550
38
$1.14M 0.84%
10,434
-110
39
$1.14M 0.84%
16,672
-306
40
$1.13M 0.83%
12,817
+67
41
$1.12M 0.82%
7,958
-185
42
$1.12M 0.82%
11,876
-384
43
$1.11M 0.82%
25,726
-260
44
$1.07M 0.79%
10,535
+86
45
$1.04M 0.77%
124,156
-10,971
46
$1.02M 0.75%
12,426
-54
47
$1.01M 0.75%
13,565
-100
48
$964K 0.71%
14,210
+885
49
$934K 0.69%
15,505
-423
50
$925K 0.68%
10,542
-65
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