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
$237M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$1.79M
3
+$1.35M
4
DBD
Diebold Nixdorf Incorporated
DBD
+$1.27M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$767K

Top Sells

1
+$1.31M
2
+$1.11M
3
+$760K
4
C icon
Citigroup
C
+$756K
5
DD
Du Pont De Nemours E I
DD
+$466K

Sector Composition

1 Financials 10.56%
2 Consumer Discretionary 10.49%
3 Healthcare 10.29%
4 Industrials 10.23%
5 Technology 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.88M 1.22%
35,507
+558
27
$2.84M 1.2%
65,101
+8,690
28
$2.77M 1.17%
42,962
-300
29
$2.64M 1.12%
24,831
+1,077
30
$2.57M 1.09%
67,519
+1,480
31
$2.52M 1.06%
20,754
+374
32
$2.51M 1.06%
548,940
+15,385
33
$2.47M 1.04%
31,283
+1,556
34
$2.44M 1.03%
107,696
+26,897
35
$2.35M 0.99%
92,833
-510
36
$2.11M 0.89%
32,657
+205
37
$2.1M 0.89%
21,061
+281
38
$2.1M 0.89%
33,365
+143
39
$2.02M 0.86%
48,719
-490
40
$1.99M 0.84%
67,100
+87
41
$1.91M 0.81%
25,774
+7,016
42
$1.83M 0.78%
12,149
+271
43
$1.79M 0.76%
18,475
+605
44
$1.79M 0.76%
+13,900
45
$1.65M 0.7%
14,771
+67
46
$1.64M 0.69%
31,475
-3,840
47
$1.62M 0.68%
31,471
+148
48
$1.6M 0.68%
13,597
+20
49
$1.57M 0.66%
19,122
-330
50
$1.55M 0.66%
32,516
+584
1
2
3 4 5