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
$138M
AUM Growth
+$8.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$632K
2
+$437K
3
+$371K
4
VZ icon
Verizon
VZ
+$340K
5
PRU icon
Prudential Financial
PRU
+$264K

Top Sells

1
+$925K
2
+$839K
3
+$310K
4
EPP icon
iShares MSCI Pacific ex Japan ETF
EPP
+$209K
5
AAPL icon
Apple
AAPL
+$153K

Sector Composition

1 Healthcare 13.09%
2 Technology 11.04%
3 Industrials 9.78%
4 Consumer Staples 7.54%
5 Energy 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$931K 0.68%
10,607
-145
52
$921K 0.67%
13,885
-125
53
$918K 0.67%
15,928
+386
54
$906K 0.66%
7,858
+56
55
$904K 0.66%
8,980
-235
56
$887K 0.64%
20,826
+765
57
$852K 0.62%
6,417
-200
58
$818K 0.59%
32,902
-215
59
$812K 0.59%
6,845
+55
60
$804K 0.58%
10,240
-70
61
$795K 0.58%
9,840
+830
62
$780K 0.57%
13,930
+836
63
$751K 0.54%
7,635
-287
64
$744K 0.54%
18,652
+242
65
$733K 0.53%
3,745
-75
66
$732K 0.53%
13,930
+977
67
$730K 0.53%
7,030
-37
68
$719K 0.52%
8,188
+41
69
$718K 0.52%
6,556
-200
70
$716K 0.52%
16,517
+390
71
$700K 0.51%
17,122
+408
72
$682K 0.49%
27,255
-285
73
$680K 0.49%
14,568
+770
74
$670K 0.49%
5,355
+71
75
$667K 0.48%
13,703
+1,467
1 2
3
4 5