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
$231M
AUM Growth
-$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.91M
3
+$1.49M
4
VOD icon
Vodafone
VOD
+$1.23M
5
FCX icon
Freeport-McMoran
FCX
+$1.22M

Top Sells

1
+$7.12M
2
+$4.33M
3
+$3.64M
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$3.4M
5
VZ icon
Verizon
VZ
+$2.13M

Sector Composition

1 Technology 14.52%
2 Healthcare 10.6%
3 Financials 10.44%
4 Communication Services 7.31%
5 Industrials 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.5M 0.65%
12,615
+965
52
$1.49M 0.65%
27,588
-1,285
53
$1.49M 0.65%
4,565
-863
54
$1.49M 0.64%
+11,673
55
$1.43M 0.62%
6,772
+431
56
$1.41M 0.61%
56,524
-1,360
57
$1.37M 0.59%
59,085
-20,705
58
$1.35M 0.58%
23,158
-36,587
59
$1.34M 0.58%
9,876
-1,016
60
$1.31M 0.57%
5,283
-593
61
$1.3M 0.56%
33,326
+26,620
62
$1.26M 0.55%
5,633
-189
63
$1.23M 0.53%
81,888
-1,085
64
$1.23M 0.53%
31,815
+4,203
65
$1.22M 0.53%
+37,060
66
$1.22M 0.53%
6,147
-4,901
67
$1.2M 0.52%
22,965
+2,205
68
$1.18M 0.51%
+37,340
69
$1.18M 0.51%
22,383
-700
70
$1.17M 0.5%
78,974
-6,400
71
$1.14M 0.49%
74,865
-4,520
72
$1.14M 0.49%
26,636
-4,857
73
$1.09M 0.47%
18,287
+1,625
74
$1.07M 0.46%
8,916
-626
75
$1.05M 0.46%
16,449
-25,586
1 2
3
4 5