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
$145M
AUM Growth
+$6.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$543K
2
+$227K
3
+$225K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$221K
5
NEM icon
Newmont
NEM
+$212K

Top Sells

1
+$220K
2
+$51.4K
3
+$41.1K
4
AMGN icon
Amgen
AMGN
+$31.2K
5
JPM icon
JPMorgan Chase
JPM
+$28.5K

Sector Composition

1 Healthcare 14.4%
2 Technology 11.15%
3 Industrials 8.83%
4 Consumer Staples 7.36%
5 Consumer Discretionary 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1M 0.69%
18,392
+3,742
52
$944K 0.65%
15,590
-471
53
$930K 0.64%
9,977
-50
54
$923K 0.64%
11,057
+281
55
$901K 0.62%
9,450
+611
56
$871K 0.6%
17,525
+1,050
57
$869K 0.6%
16,779
+673
58
$867K 0.6%
9,255
-80
59
$860K 0.59%
10,456
+265
60
$854K 0.59%
7,522
+110
61
$854K 0.59%
10,691
+66
62
$852K 0.59%
30,936
-109
63
$816K 0.56%
17,613
+76
64
$814K 0.56%
84,522
+1,060
65
$784K 0.54%
28,590
66
$774K 0.53%
94,220
-5,000
67
$766K 0.53%
13,536
+210
68
$763K 0.53%
6,452
+46
69
$755K 0.52%
6,252
-60
70
$733K 0.51%
16,787
+102
71
$700K 0.48%
5,636
+591
72
$693K 0.48%
10,805
-315
73
$672K 0.46%
3,254
-249
74
$639K 0.44%
23,038
+3,060
75
$638K 0.44%
15,743
+1,069
1 2
3
4 5