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
$169M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.7M
3
+$2.49M
4
ATI icon
ATI
ATI
+$2.24M
5
BAC icon
Bank of America
BAC
+$2.21M

Top Sells

1
+$702K
2
+$399K
3
+$381K
4
IDV icon
iShares International Select Dividend ETF
IDV
+$363K
5
CL icon
Colgate-Palmolive
CL
+$295K

Sector Composition

1 Healthcare 11.44%
2 Technology 10.57%
3 Industrials 9.9%
4 Financials 9.56%
5 Consumer Discretionary 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.18M 0.7%
10,940
+293
52
$1.16M 0.69%
18,328
-4,656
53
$1.14M 0.67%
22,104
+2,795
54
$1.13M 0.67%
21,568
-340
55
$1.13M 0.67%
15,174
+964
56
$1.12M 0.66%
10,209
-1,009
57
$1.09M 0.65%
+139,000
58
$1.07M 0.63%
22,010
-863
59
$1.06M 0.63%
7,668
-5
60
$1.05M 0.62%
75,495
-3,650
61
$1.03M 0.61%
10,438
-163
62
$1.01M 0.6%
+119,250
63
$995K 0.59%
7,177
-3
64
$953K 0.56%
10,601
-115
65
$933K 0.55%
7,994
+210
66
$921K 0.54%
9,501
67
$894K 0.53%
9,100
-55
68
$884K 0.52%
19,580
+834
69
$869K 0.51%
93,872
+9,200
70
$857K 0.51%
7,743
+203
71
$842K 0.5%
32,090
+452
72
$832K 0.49%
78,588
-14,094
73
$827K 0.49%
18,218
+1,429
74
$790K 0.47%
6,807
+60
75
$784K 0.46%
11,373
-40
1 2
3
4 5