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
$222M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.49M
3
+$1.27M
4
CAT icon
Caterpillar
CAT
+$1.01M
5
GS icon
Goldman Sachs
GS
+$944K

Top Sells

1
+$577K
2
+$522K
3
+$515K
4
AAPL icon
Apple
AAPL
+$507K
5
XOM icon
Exxon Mobil
XOM
+$400K

Sector Composition

1 Technology 15.01%
2 Healthcare 11.78%
3 Financials 7.56%
4 Consumer Staples 6.55%
5 Communication Services 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.3M 1.04%
38,195
+1,855
27
$2.29M 1.03%
44,246
-11,152
28
$2.27M 1.03%
7,298
-421
29
$2.12M 0.95%
24,334
-2,415
30
$2.1M 0.95%
10,682
-585
31
$2.1M 0.95%
21,670
-1,896
32
$2.1M 0.94%
155,000
-38,080
33
$2.08M 0.94%
37,368
+9,675
34
$2.04M 0.92%
17,334
+880
35
$2M 0.9%
61,269
+1,230
36
$1.97M 0.89%
22,330
+1,266
37
$1.96M 0.88%
47,915
-26
38
$1.77M 0.8%
11,234
+575
39
$1.73M 0.78%
12,456
-835
40
$1.72M 0.78%
16,590
-485
41
$1.68M 0.76%
83,192
+2,708
42
$1.67M 0.75%
32,302
-3,120
43
$1.64M 0.74%
8,490
+81
44
$1.63M 0.73%
41,311
-3,184
45
$1.6M 0.72%
22,241
+8,698
46
$1.59M 0.71%
6,242
-223
47
$1.46M 0.66%
19,960
-1,260
48
$1.4M 0.63%
25,550
+8,089
49
$1.32M 0.6%
6,022
-150
50
$1.31M 0.59%
124,025
-14,150
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2
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