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
$202M
AUM Growth
+$94.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$5.28M
2
+$3.5M
3
+$3.15M
4
AAPL icon
Apple
AAPL
+$2.43M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.28M

Top Sells

1
+$1.31M
2
+$631K
3
+$418K
4
C icon
Citigroup
C
+$343K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$330K

Sector Composition

1 Technology 15.83%
2 Healthcare 13.32%
3 Financials 7.65%
4 Communication Services 6.92%
5 Consumer Staples 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.26M 1.12%
30,080
+14,871
27
$2.14M 1.06%
36,340
+20,950
28
$2.08M 1.03%
44,495
+16,518
29
$2.07M 1.02%
23,566
+2,257
30
$1.96M 0.97%
11,267
+669
31
$1.88M 0.93%
60,039
+11,817
32
$1.86M 0.92%
47,941
+27,628
33
$1.83M 0.91%
193,080
+97,080
34
$1.79M 0.88%
+21,064
35
$1.7M 0.84%
35,422
+8,305
36
$1.6M 0.79%
80,484
+31,531
37
$1.59M 0.79%
13,291
+4,365
38
$1.59M 0.78%
8,409
-458
39
$1.57M 0.77%
17,075
+3,193
40
$1.54M 0.76%
27,693
-5,197
41
$1.52M 0.75%
6,465
+3,596
42
$1.5M 0.74%
21,220
+12,280
43
$1.5M 0.74%
16,454
+7,613
44
$1.48M 0.73%
62,347
+16,966
45
$1.47M 0.73%
4,091
+1,225
46
$1.4M 0.69%
47,715
+33,827
47
$1.28M 0.63%
10,659
+3,760
48
$1.26M 0.62%
50,179
+8,272
49
$1.24M 0.61%
138,175
+5,650
50
$1.21M 0.6%
13,543
+5,476
1
2
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