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
$237M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$1.79M
3
+$1.35M
4
DBD
Diebold Nixdorf Incorporated
DBD
+$1.27M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$767K

Top Sells

1
+$1.31M
2
+$1.11M
3
+$760K
4
C icon
Citigroup
C
+$756K
5
DD
Du Pont De Nemours E I
DD
+$466K

Sector Composition

1 Financials 10.56%
2 Consumer Discretionary 10.49%
3 Healthcare 10.29%
4 Industrials 10.23%
5 Technology 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.5M 0.63%
20,224
-306
52
$1.48M 0.62%
16,222
-555
53
$1.46M 0.62%
18,779
+3,436
54
$1.44M 0.61%
17,943
-200
55
$1.44M 0.61%
8,439
+393
56
$1.44M 0.61%
12,240
+134
57
$1.41M 0.59%
28,860
-240
58
$1.39M 0.59%
7,597
-40
59
$1.36M 0.57%
29,645
-15
60
$1.35M 0.57%
39,822
-3,284
61
$1.34M 0.57%
24,651
+950
62
$1.29M 0.54%
6,898
-60
63
$1.27M 0.54%
+55,820
64
$1.15M 0.49%
7,367
+45
65
$1.15M 0.49%
19,206
-1,678
66
$1.14M 0.48%
68,294
+16,012
67
$1.14M 0.48%
7,736
-128
68
$1.1M 0.46%
21,171
+270
69
$1.1M 0.46%
77,385
-1,415
70
$1.09M 0.46%
13,268
-54
71
$1.08M 0.46%
10,577
+1,714
72
$1.06M 0.45%
21,855
+630
73
$1.04M 0.44%
8,428
-564
74
$1.03M 0.43%
13,347
-257
75
$1.01M 0.43%
13,917
+730
1 2
3
4 5