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
$377M
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$9.69M
3
+$8.92M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.19M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$6.57M

Top Sells

1
+$680K
2
+$430K
3
+$390K
4
MTG icon
MGIC Investment
MTG
+$301K
5
HBAN icon
Huntington Bancshares
HBAN
+$269K

Sector Composition

1 Technology 16.09%
2 Healthcare 6.32%
3 Financials 5.45%
4 Communication Services 4.72%
5 Consumer Discretionary 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.78M 0.47%
4,612
-212
52
$1.7M 0.45%
8,887
-418
53
$1.66M 0.44%
+25,605
54
$1.62M 0.43%
35,486
+6,491
55
$1.62M 0.43%
6,525
-46
56
$1.58M 0.42%
124,592
-21,118
57
$1.51M 0.4%
+102,564
58
$1.51M 0.4%
2,587
+732
59
$1.48M 0.39%
71,707
+9,220
60
$1.47M 0.39%
87,477
-1,002
61
$1.45M 0.38%
42,958
-2,477
62
$1.44M 0.38%
28,021
+554
63
$1.41M 0.38%
3,380
+351
64
$1.38M 0.37%
16,697
-334
65
$1.37M 0.36%
12,260
-185
66
$1.35M 0.36%
23,433
-236
67
$1.3M 0.35%
25,520
+10,318
68
$1.27M 0.34%
16,025
+756
69
$1.25M 0.33%
8,441
-2,906
70
$1.24M 0.33%
25,032
+2,274
71
$1.22M 0.32%
8,553
+1,416
72
$1.21M 0.32%
21,855
+4,115
73
$1.21M 0.32%
25,183
+8,049
74
$1.21M 0.32%
2,541
+73
75
$1.2M 0.32%
10,760
+99
1 2
3
4 5