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
$221M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$921K
3
+$848K
4
ATI icon
ATI
ATI
+$826K
5
BAC icon
Bank of America
BAC
+$689K

Top Sells

1
+$1.29M
2
+$486K
3
+$456K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$238K
5
INTC icon
Intel
INTC
+$196K

Sector Composition

1 Technology 12.24%
2 Financials 10.38%
3 Healthcare 9.68%
4 Industrials 7.84%
5 Consumer Discretionary 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.54M 0.7%
67,941
-221
52
$1.51M 0.69%
13,815
53
$1.5M 0.68%
14,903
-249
54
$1.43M 0.65%
56,675
+1,031
55
$1.34M 0.61%
6,477
-31
56
$1.32M 0.6%
31,084
-695
57
$1.31M 0.59%
31,919
-57
58
$1.3M 0.59%
7,060
+60
59
$1.27M 0.58%
80,420
-250
60
$1.24M 0.56%
31,103
+10,323
61
$1.23M 0.56%
22,561
+5,000
62
$1.23M 0.56%
10,747
+183
63
$1.22M 0.55%
22,580
-80
64
$1.19M 0.54%
23,830
-255
65
$1.19M 0.54%
13,574
-763
66
$1.17M 0.53%
22,993
+505
67
$1.17M 0.53%
12,840
-1,510
68
$1.17M 0.53%
83,323
-475
69
$1.14M 0.52%
39,410
+8,920
70
$1.08M 0.49%
43,141
+384
71
$1.08M 0.49%
8,701
+149
72
$1.05M 0.48%
12,509
-2
73
$1.01M 0.46%
17,674
-1,171
74
$985K 0.45%
12,858
75
$896K 0.41%
15,726
-695
1 2
3
4 5