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
$247M
AUM Growth
-$4.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$848K
3
+$677K
4
OI icon
O-I Glass
OI
+$584K
5
HBAN icon
Huntington Bancshares
HBAN
+$542K

Top Sells

1
+$1.1M
2
+$1.1M
3
+$764K
4
AAPL icon
Apple
AAPL
+$753K
5
XPO icon
XPO
XPO
+$519K

Sector Composition

1 Technology 14.44%
2 Financials 10.46%
3 Healthcare 9.39%
4 Communication Services 8.49%
5 Industrials 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.51M 0.61%
11,422
-288
52
$1.51M 0.61%
7,844
+55
53
$1.46M 0.59%
4,572
+862
54
$1.45M 0.59%
6,492
-190
55
$1.44M 0.58%
24,333
-973
56
$1.42M 0.58%
56,824
+400
57
$1.41M 0.57%
38,019
-140
58
$1.4M 0.57%
39,280
+150
59
$1.4M 0.57%
18,007
-315
60
$1.39M 0.56%
24,818
-1,775
61
$1.3M 0.53%
5,397
-120
62
$1.3M 0.53%
14,716
-843
63
$1.27M 0.51%
12,430
-150
64
$1.26M 0.51%
82,703
-350
65
$1.25M 0.5%
18,295
-167
66
$1.23M 0.5%
23,315
+200
67
$1.22M 0.49%
23,068
+535
68
$1.22M 0.49%
73,095
-11,900
69
$1.22M 0.49%
11,926
+2,575
70
$1.21M 0.49%
8,656
-825
71
$1.21M 0.49%
22,304
-705
72
$1.17M 0.47%
23,699
+2,575
73
$1.16M 0.47%
76,165
+1,900
74
$1.13M 0.46%
4,922
-130
75
$1.1M 0.45%
5,173
-50
1 2
3
4 5