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
$454M
AUM Growth
+$35.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Sells

1 +$6.62M
2 +$2.07M
3 +$1.26M
4
OI icon
O-I Glass
OI
+$852K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$840K

Sector Composition

1 Technology 13.16%
2 Communication Services 5.41%
3 Healthcare 4.88%
4 Financials 4.64%
5 Industrials 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.94M 0.42%
11,763
+676
52
$1.89M 0.41%
24,063
+7,601
53
$1.87M 0.41%
2,062
54
$1.86M 0.41%
37,576
-331
55
$1.73M 0.38%
8,054
-393
56
$1.73M 0.38%
3,434
+1,226
57
$1.7M 0.37%
33,958
+2,174
58
$1.69M 0.37%
8,368
+136
59
$1.69M 0.37%
42,512
+1,492
60
$1.62M 0.35%
1,794
+173
61
$1.57M 0.34%
23,258
-167
62
$1.56M 0.34%
81,665
-7,099
63
$1.54M 0.34%
13,950
+1,605
64
$1.53M 0.33%
115,950
-5,202
65
$1.49M 0.33%
10,037
+1,859
66
$1.48M 0.32%
22,306
+818
67
$1.48M 0.32%
96,264
-11,761
68
$1.47M 0.32%
3,820
+375
69
$1.42M 0.31%
24,183
+148
70
$1.4M 0.31%
17,988
+3,944
71
$1.39M 0.31%
2,563
-26
72
$1.33M 0.29%
119,697
-76,576
73
$1.33M 0.29%
9,397
-485
74
$1.26M 0.28%
26,470
-12,879
75
$1.25M 0.27%
26,455
-1,145