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
$557M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
903
New
Increased
Reduced
Closed

Top Buys

1
+$7.5M
2
+$5.77M
3
+$4.85M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$3.87M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$2.46M

Top Sells

1
+$4.04M
2
+$3.23M
3
+$1.81M
4
T icon
AT&T
T
+$1.57M
5
GNRC icon
Generac Holdings
GNRC
+$1.34M

Sector Composition

1 Technology 11.51%
2 Financials 4.9%
3 Healthcare 4.58%
4 Communication Services 4.17%
5 Industrials 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.21M 0.4%
43,536
+469
52
$2.19M 0.39%
8,934
+495
53
$2.19M 0.39%
31,354
+2,837
54
$2.17M 0.39%
35,640
+9,483
55
$2.12M 0.38%
45,049
-22,246
56
$2.11M 0.38%
4,342
+176
57
$2.06M 0.37%
25,666
+1,383
58
$2.02M 0.36%
2,049
+92
59
$1.99M 0.36%
32,278
+4,437
60
$1.98M 0.36%
7,201
-14,685
61
$1.97M 0.35%
134,055
+42,213
62
$1.92M 0.34%
50,624
+1,640
63
$1.91M 0.34%
15,323
-1,744
64
$1.89M 0.34%
4,933
-37
65
$1.89M 0.34%
6,548
-474
66
$1.85M 0.33%
44,338
-443
67
$1.76M 0.32%
27,638
+1,310
68
$1.74M 0.31%
23,705
+3,726
69
$1.74M 0.31%
18,210
+12,030
70
$1.72M 0.31%
3,349
-910
71
$1.63M 0.29%
50,457
+2,399
72
$1.62M 0.29%
10,794
+987
73
$1.6M 0.29%
11,880
+5,122
74
$1.59M 0.29%
5,079
+700
75
$1.58M 0.28%
105,500
+2,898
1 2
3
4 5