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
$247M
AUM Growth
-$4.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$848K
3
+$677K
4
OI icon
O-I Glass
OI
+$584K
5
HBAN icon
Huntington Bancshares
HBAN
+$542K

Top Sells

1
+$1.1M
2
+$1.1M
3
+$764K
4
AAPL icon
Apple
AAPL
+$753K
5
XPO icon
XPO
XPO
+$519K

Sector Composition

1 Technology 14.44%
2 Financials 10.46%
3 Healthcare 9.39%
4 Communication Services 8.49%
5 Industrials 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.43M 0.98%
18,200
-700
27
$2.37M 0.96%
55,747
-1,786
28
$2.33M 0.94%
162,915
+40,915
29
$2.32M 0.94%
150,278
+35,055
30
$2.23M 0.9%
44,261
+5
31
$2.17M 0.88%
5,555
+7
32
$2.11M 0.85%
103,211
-8,125
33
$2M 0.81%
41,505
-3,105
34
$1.94M 0.79%
5,136
+476
35
$1.93M 0.78%
7,414
+351
36
$1.92M 0.78%
27,396
+2,125
37
$1.91M 0.77%
76,095
+7,887
38
$1.9M 0.77%
122,657
+2,175
39
$1.89M 0.76%
44,495
-2,660
40
$1.84M 0.75%
12,242
+81
41
$1.82M 0.74%
37,600
+190
42
$1.79M 0.72%
13,860
+170
43
$1.77M 0.72%
7,885
-490
44
$1.74M 0.71%
37,766
+1,186
45
$1.69M 0.68%
13,454
+155
46
$1.69M 0.68%
43,061
+5,702
47
$1.67M 0.68%
20,530
-1,610
48
$1.66M 0.67%
30,126
-92
49
$1.56M 0.63%
47,825
-580
50
$1.55M 0.63%
33,449
-463
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2
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