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
$454M
AUM Growth
+$35.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Sells

1 +$6.62M
2 +$2.07M
3 +$1.26M
4
OI icon
O-I Glass
OI
+$852K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$840K

Sector Composition

1 Technology 13.16%
2 Communication Services 5.41%
3 Healthcare 4.88%
4 Financials 4.64%
5 Industrials 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$3.75M 0.82%
20,567
-18
27
$3.71M 0.81%
19,204
+2,025
28
$3.43M 0.75%
19,635
+1,620
29
$3.3M 0.72%
71,274
-44,597
30
$3.22M 0.71%
18,782
+1,232
31
$2.96M 0.65%
32,237
-8,875
32
$2.69M 0.59%
39,654
+4,311
33
$2.67M 0.59%
27,470
-1,786
34
$2.67M 0.58%
13,391
+246
35
$2.45M 0.54%
16,779
+449
36
$2.43M 0.53%
18,941
-1,298
37
$2.38M 0.52%
5,076
+146
38
$2.29M 0.5%
19,794
-7,274
39
$2.28M 0.5%
4,113
+215
40
$2.28M 0.5%
33,857
+4,451
41
$2.27M 0.5%
6,829
+304
42
$2.18M 0.48%
44,867
+1,834
43
$2.17M 0.47%
36,516
+745
44
$2.17M 0.47%
95,086
+39,040
45
$2.03M 0.44%
87,576
+296
46
$2M 0.44%
4,418
+86
47
$2M 0.44%
3,921
+194
48
$1.97M 0.43%
3,922
+166
49
$1.95M 0.43%
90,656
-5,794
50
$1.94M 0.43%
4,774
+160