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
$222M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.49M
3
+$1.27M
4
CAT icon
Caterpillar
CAT
+$1.01M
5
GS icon
Goldman Sachs
GS
+$944K

Top Sells

1
+$577K
2
+$522K
3
+$515K
4
AAPL icon
Apple
AAPL
+$507K
5
XOM icon
Exxon Mobil
XOM
+$400K

Sector Composition

1 Technology 15.01%
2 Healthcare 11.78%
3 Financials 7.56%
4 Consumer Staples 6.55%
5 Communication Services 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.3M 0.59%
11,957
-104
52
$1.27M 0.57%
50,793
+614
53
$1.26M 0.57%
27,078
+11,307
54
$1.25M 0.56%
53,372
+5,657
55
$1.21M 0.55%
6,051
+1,718
56
$1.16M 0.52%
48,232
-14,115
57
$1.16M 0.52%
82,673
58
$1.09M 0.49%
79,235
+1,690
59
$1.09M 0.49%
31,216
-229
60
$1.06M 0.48%
23,283
+627
61
$1.05M 0.47%
48,555
-2,208
62
$1.04M 0.47%
26,301
+1,359
63
$1.03M 0.47%
4,566
-190
64
$1M 0.45%
3,328
-763
65
$981K 0.44%
57,416
+3,676
66
$978K 0.44%
79,030
+17,850
67
$963K 0.43%
32,901
+15,316
68
$957K 0.43%
22,190
+840
69
$944K 0.43%
+4,698
70
$882K 0.4%
6,546
-205
71
$848K 0.38%
58,904
-3,216
72
$819K 0.37%
13,715
-906
73
$803K 0.36%
16,099
+1,065
74
$772K 0.35%
49,174
+5,218
75
$758K 0.34%
10,789
-630
1 2
3
4 5