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
$139M
AUM Growth
+$3.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$253K
2
+$225K
3
+$222K
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$218K
5
HSY icon
Hershey
HSY
+$215K

Top Sells

1
+$616K
2
+$383K
3
+$246K
4
NEM icon
Newmont
NEM
+$220K
5
RRC icon
Range Resources
RRC
+$219K

Sector Composition

1 Healthcare 14.23%
2 Technology 11.5%
3 Industrials 9.02%
4 Consumer Staples 7.86%
5 Financials 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$910K 0.66%
18,723
+1,550
52
$892K 0.64%
9,520
-183
53
$872K 0.63%
7,055
+84
54
$864K 0.62%
31,045
-1,048
55
$849K 0.61%
8,839
+500
56
$834K 0.6%
9,335
-560
57
$830K 0.6%
7,412
+75
58
$823K 0.59%
13,326
-729
59
$818K 0.59%
28,590
+450
60
$818K 0.59%
6,312
-100
61
$808K 0.58%
99,220
-24,936
62
$803K 0.58%
14,650
-72
63
$799K 0.58%
16,106
+536
64
$799K 0.58%
10,625
+110
65
$795K 0.57%
10,191
+815
66
$790K 0.57%
17,537
67
$786K 0.57%
16,475
+911
68
$778K 0.56%
83,462
+2,950
69
$750K 0.54%
16,685
-124
70
$720K 0.52%
3,503
-87
71
$677K 0.49%
11,120
+1,442
72
$648K 0.47%
6,406
+1,050
73
$631K 0.45%
18,737
-235
74
$619K 0.45%
7,801
-140
75
$617K 0.44%
5,045
-1,320
1 2
3
4 5