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
$219M
AUM Growth
+$8.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$1.08M
3
+$894K
4
TCF
TCF Financial Corporation Common Stock
TCF
+$575K
5
INTC icon
Intel
INTC
+$527K

Top Sells

1
+$1.38M
2
+$1.29M
3
+$945K
4
JPM icon
JPMorgan Chase
JPM
+$917K
5
WDC icon
Western Digital
WDC
+$853K

Sector Composition

1 Technology 14.28%
2 Healthcare 11.9%
3 Financials 9.43%
4 Communication Services 6.73%
5 Consumer Staples 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.32M 0.6%
14,992
-4,348
52
$1.32M 0.6%
13,254
-135
53
$1.32M 0.6%
29,607
-1,005
54
$1.25M 0.57%
6,347
-90
55
$1.24M 0.57%
23,213
-130
56
$1.22M 0.56%
20,734
-2,028
57
$1.2M 0.55%
23,359
+372
58
$1.19M 0.55%
47,619
+1,418
59
$1.19M 0.54%
3,683
+777
60
$1.19M 0.54%
31,982
+153
61
$1.18M 0.54%
77,845
-700
62
$1.17M 0.53%
81,923
-500
63
$1.08M 0.49%
12,398
-62
64
$1.03M 0.47%
10,994
-3,265
65
$1.02M 0.47%
4,850
+50
66
$1.01M 0.46%
17,809
+949
67
$990K 0.45%
7,740
-565
68
$922K 0.42%
7,190
+28
69
$903K 0.41%
11,450
-17,492
70
$887K 0.41%
18,069
+825
71
$841K 0.38%
50,026
-1,666
72
$840K 0.38%
44,408
+11,584
73
$825K 0.38%
15,576
-25
74
$824K 0.38%
5,768
+584
75
$796K 0.36%
11,404
-1,254
1 2
3
4 5