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
$125M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$338K
2
+$314K
3
+$299K
4
UNH icon
UnitedHealth
UNH
+$282K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$250K

Top Sells

1
+$464K
2
+$245K
3
+$236K
4
MRK icon
Merck
MRK
+$214K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$212K

Sector Composition

1 Healthcare 11.42%
2 Industrials 10.6%
3 Technology 10.51%
4 Consumer Staples 8.88%
5 Energy 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$860K 0.69%
6,617
-85
52
$854K 0.69%
7,765
+201
53
$839K 0.67%
16,985
+270
54
$826K 0.66%
11,200
-75
55
$802K 0.64%
19,242
+1,546
56
$793K 0.64%
4,295
-172
57
$782K 0.63%
9,105
+80
58
$767K 0.62%
8,413
59
$733K 0.59%
27,945
+1,320
60
$725K 0.58%
32,331
+865
61
$722K 0.58%
19,025
-150
62
$718K 0.58%
6,522
+286
63
$706K 0.57%
12,971
+171
64
$684K 0.55%
7,490
+3,275
65
$664K 0.53%
15,895
-295
66
$660K 0.53%
17,598
+1
67
$653K 0.52%
5,363
-998
68
$650K 0.52%
16,077
-200
69
$642K 0.52%
16,739
-99
70
$642K 0.52%
7,950
+1,350
71
$636K 0.51%
3,843
-50
72
$635K 0.51%
5,465
-65
73
$620K 0.5%
40,535
+1,050
74
$612K 0.49%
7,440
+1,960
75
$602K 0.48%
14,561
+1,150
1 2
3
4 5