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
$211M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$861K
3
+$836K
4
SH icon
ProShares Short S&P500
SH
+$534K
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$497K

Top Sells

1
+$1.32M
2
+$1.3M
3
+$1.16M
4
ABBV icon
AbbVie
ABBV
+$1.05M
5
JCI icon
Johnson Controls International
JCI
+$805K

Sector Composition

1 Technology 12.21%
2 Financials 9.92%
3 Healthcare 9.58%
4 Industrials 7.64%
5 Consumer Discretionary 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.51M 0.72%
68,162
+1,562
52
$1.44M 0.68%
13,815
-240
53
$1.39M 0.66%
15,152
-612
54
$1.35M 0.64%
31,779
+423
55
$1.33M 0.63%
22,660
-680
56
$1.33M 0.63%
7,000
+76
57
$1.32M 0.63%
55,644
-1,220
58
$1.29M 0.61%
30,300
-375
59
$1.29M 0.61%
31,976
-709
60
$1.24M 0.59%
6,508
-150
61
$1.24M 0.59%
14,350
-334
62
$1.21M 0.57%
24,085
+93
63
$1.2M 0.57%
80,670
-3,637
64
$1.17M 0.56%
14,337
-377
65
$1.15M 0.55%
83,798
-2,700
66
$1.14M 0.54%
22,488
+741
67
$1.11M 0.53%
17,561
-94
68
$1.1M 0.52%
10,564
+2,530
69
$1.07M 0.51%
42,757
+13,436
70
$1.06M 0.5%
30,490
-680
71
$1.05M 0.5%
18,845
-4,747
72
$1.04M 0.49%
12,858
73
$1.02M 0.48%
8,552
-537
74
$1M 0.48%
12,511
-299
75
$905K 0.43%
20,780
+10,530
1 2
3
4 5