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
$221M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$921K
3
+$848K
4
ATI icon
ATI
ATI
+$826K
5
BAC icon
Bank of America
BAC
+$689K

Top Sells

1
+$1.29M
2
+$486K
3
+$456K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$238K
5
INTC icon
Intel
INTC
+$196K

Sector Composition

1 Technology 12.24%
2 Financials 10.38%
3 Healthcare 9.68%
4 Industrials 7.84%
5 Consumer Discretionary 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.43M 1.1%
50,673
-4,100
27
$2.4M 1.09%
28,800
-680
28
$2.39M 1.08%
32,883
-65
29
$2.37M 1.08%
24,364
+462
30
$2.32M 1.05%
17,753
-3,724
31
$2.26M 1.03%
54,247
+73
32
$2.15M 0.97%
307,295
+131,985
33
$2.13M 0.97%
29,181
-25
34
$2.09M 0.95%
42,591
-1,420
35
$2.06M 0.93%
69,559
+5,590
36
$2.03M 0.92%
38,852
+4,334
37
$2.03M 0.92%
256,532
+71,903
38
$1.97M 0.89%
54,905
+5,942
39
$1.96M 0.89%
41,183
+1,026
40
$1.95M 0.88%
20,600
+300
41
$1.94M 0.88%
15,556
+255
42
$1.88M 0.85%
8,819
+253
43
$1.85M 0.84%
7,604
+1,315
44
$1.83M 0.83%
13,718
+87
45
$1.79M 0.81%
19,640
+468
46
$1.75M 0.79%
51,313
+1,824
47
$1.72M 0.78%
21,021
-920
48
$1.72M 0.78%
23,106
+640
49
$1.64M 0.74%
21,549
-5,992
50
$1.63M 0.74%
26,705
+276
1
2
3 4 5