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
$136M
AUM Growth
-$2.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$772K
2
+$389K
3
+$169K
4
VZ icon
Verizon
VZ
+$149K
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$119K

Top Sells

1
+$223K
2
+$213K
3
+$210K
4
HSY icon
Hershey
HSY
+$202K
5
INTC icon
Intel
INTC
+$194K

Sector Composition

1 Healthcare 13.27%
2 Technology 11.66%
3 Industrials 9.22%
4 Consumer Staples 7.58%
5 Energy 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$920K 0.68%
9,703
-250
52
$913K 0.67%
8,255
+24
53
$880K 0.65%
14,055
+170
54
$865K 0.64%
21,759
+933
55
$845K 0.62%
9,005
+25
56
$838K 0.62%
17,173
+3,470
57
$827K 0.61%
6,412
-5
58
$822K 0.61%
7,337
-521
59
$818K 0.6%
6,971
+126
60
$814K 0.6%
15,570
+1,640
61
$808K 0.6%
32,093
-809
62
$805K 0.59%
9,895
+55
63
$772K 0.57%
+6,365
64
$764K 0.56%
14,722
+792
65
$741K 0.55%
9,376
-495
66
$740K 0.55%
8,339
+151
67
$729K 0.54%
17,537
+415
68
$728K 0.54%
6,882
-148
69
$717K 0.53%
28,140
+885
70
$707K 0.52%
3,590
-155
71
$703K 0.52%
16,809
+292
72
$690K 0.51%
15,564
+996
73
$684K 0.5%
7,426
-209
74
$679K 0.5%
18,972
+320
75
$676K 0.5%
10,515
+275
1 2
3
4 5