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
$145M
AUM Growth
+$6.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$543K
2
+$227K
3
+$225K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$221K
5
NEM icon
Newmont
NEM
+$212K

Top Sells

1
+$220K
2
+$51.4K
3
+$41.1K
4
AMGN icon
Amgen
AMGN
+$31.2K
5
JPM icon
JPMorgan Chase
JPM
+$28.5K

Sector Composition

1 Healthcare 14.4%
2 Technology 11.15%
3 Industrials 8.83%
4 Consumer Staples 7.36%
5 Consumer Discretionary 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.62M 1.12%
30,753
-72
27
$1.59M 1.1%
25,579
+310
28
$1.59M 1.1%
22,984
+85
29
$1.53M 1.06%
37,403
+4,560
30
$1.49M 1.03%
10,313
-111
31
$1.48M 1.02%
30,478
+2,581
32
$1.44M 0.99%
24,595
-34
33
$1.4M 0.97%
32,536
+225
34
$1.39M 0.96%
21,276
+550
35
$1.36M 0.94%
55,191
-44
36
$1.32M 0.91%
26,626
+500
37
$1.3M 0.9%
21,908
+800
38
$1.26M 0.87%
11,320
+360
39
$1.22M 0.84%
7,633
-195
40
$1.22M 0.84%
15,160
+1,817
41
$1.22M 0.84%
9,919
+859
42
$1.15M 0.79%
16,869
+143
43
$1.14M 0.79%
77,890
+2,000
44
$1.1M 0.76%
7,184
+99
45
$1.09M 0.75%
12,855
+255
46
$1.07M 0.74%
12,227
+1,456
47
$1.05M 0.73%
15,150
+1,440
48
$1.04M 0.72%
10,642
+1,122
49
$1.03M 0.71%
21,123
+2,400
50
$1.01M 0.7%
7,589
+534
1
2
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