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
$130M
AUM Growth
+$4.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$442K
3
+$398K
4
DE icon
Deere & Co
DE
+$286K
5
VZ icon
Verizon
VZ
+$265K

Top Sells

1
+$337K
2
+$309K
3
+$239K
4
BCS icon
Barclays
BCS
+$182K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$88.8K

Sector Composition

1 Healthcare 12.87%
2 Technology 10.51%
3 Industrials 9.97%
4 Consumer Staples 8.7%
5 Energy 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$902K 0.7%
7,985
+220
52
$875K 0.68%
7,802
-109
53
$867K 0.67%
6,617
54
$839K 0.65%
12,115
-4,870
55
$828K 0.64%
20,061
+819
56
$827K 0.64%
9,774
+113
57
$776K 0.6%
16,661
+2,100
58
$771K 0.6%
6,790
+268
59
$764K 0.59%
9,215
+110
60
$750K 0.58%
10,310
-890
61
$742K 0.57%
33,117
+786
62
$742K 0.57%
15,598
+5,565
63
$723K 0.56%
7,922
-491
64
$718K 0.55%
9,010
+1,570
65
$716K 0.55%
13,094
+123
66
$714K 0.55%
3,820
-475
67
$711K 0.55%
18,410
-615
68
$702K 0.54%
27,540
-405
69
$693K 0.53%
16,889
-709
70
$691K 0.53%
16,127
+50
71
$662K 0.51%
8,147
+197
72
$655K 0.51%
5,284
-79
73
$644K 0.5%
16,714
-25
74
$644K 0.5%
12,953
+1,752
75
$639K 0.49%
5,170
-295
1 2
3
4 5