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
$257M
AUM Growth
+$35.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$1.7M
3
+$1.37M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$954K
5
FISV
Fiserv Inc
FISV
+$951K

Top Sells

1
+$1.52M
2
+$1.17M
3
+$868K
4
CAT icon
Caterpillar
CAT
+$735K
5
KMB icon
Kimberly-Clark
KMB
+$407K

Sector Composition

1 Technology 14.53%
2 Healthcare 10.53%
3 Financials 8.41%
4 Communication Services 6.59%
5 Consumer Staples 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.52M 0.59%
10,892
-1,564
52
$1.49M 0.58%
28,873
-3,429
53
$1.48M 0.57%
26,759
+1,209
54
$1.47M 0.57%
123,750
-275
55
$1.43M 0.56%
5,428
+730
56
$1.41M 0.55%
56,020
+5,227
57
$1.39M 0.54%
6,341
+290
58
$1.38M 0.53%
19,145
-21,097
59
$1.37M 0.53%
+20,890
60
$1.35M 0.52%
5,876
-366
61
$1.3M 0.5%
24,134
+966
62
$1.3M 0.5%
31,493
-1,408
63
$1.29M 0.5%
57,884
+468
64
$1.27M 0.5%
28,660
+2,359
65
$1.25M 0.49%
5,822
-200
66
$1.23M 0.48%
82,973
+300
67
$1.17M 0.45%
23,083
-200
68
$1.17M 0.45%
79,385
+150
69
$1.13M 0.44%
4,336
+1,883
70
$1.07M 0.42%
29,153
-2,063
71
$1.07M 0.42%
85,374
-15,400
72
$1.04M 0.41%
9,542
-2,415
73
$1.01M 0.39%
3,875
-691
74
$1M 0.39%
11,650
+7,810
75
$954K 0.37%
+20,760
1 2
3
4 5