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
$231M
AUM Growth
-$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.91M
3
+$1.49M
4
VOD icon
Vodafone
VOD
+$1.23M
5
FCX icon
Freeport-McMoran
FCX
+$1.22M

Top Sells

1
+$7.12M
2
+$4.33M
3
+$3.64M
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$3.4M
5
VZ icon
Verizon
VZ
+$2.13M

Sector Composition

1 Technology 14.52%
2 Healthcare 10.6%
3 Financials 10.44%
4 Communication Services 7.31%
5 Industrials 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.09M 0.9%
99,195
-2,600
27
$2.07M 0.89%
32,726
-5,664
28
$2.02M 0.87%
8,719
-3,068
29
$1.96M 0.85%
18,960
-460
30
$1.94M 0.84%
9,198
-1,121
31
$1.93M 0.84%
76,993
+20,973
32
$1.91M 0.83%
+36,090
33
$1.83M 0.79%
25,181
+297
34
$1.83M 0.79%
47,185
-4,571
35
$1.82M 0.79%
13,750
-2,485
36
$1.82M 0.79%
123,600
-150
37
$1.82M 0.79%
13,075
-8,503
38
$1.8M 0.78%
38,733
-9,179
39
$1.76M 0.76%
12,455
-7,003
40
$1.76M 0.76%
19,128
-20,209
41
$1.72M 0.74%
7,073
-3,531
42
$1.71M 0.74%
128,200
-25,800
43
$1.7M 0.74%
36,700
-2,110
44
$1.68M 0.73%
73,399
+31,325
45
$1.66M 0.72%
20,940
+50
46
$1.63M 0.7%
19,051
-5,017
47
$1.59M 0.69%
34,802
-26,365
48
$1.58M 0.69%
13,409
-2,183
49
$1.54M 0.67%
28,044
-13,406
50
$1.51M 0.65%
16,164
-2,595
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