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
$125M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$338K
2
+$314K
3
+$299K
4
UNH icon
UnitedHealth
UNH
+$282K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$250K

Top Sells

1
+$464K
2
+$245K
3
+$236K
4
MRK icon
Merck
MRK
+$214K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$212K

Sector Composition

1 Healthcare 11.42%
2 Industrials 10.6%
3 Technology 10.51%
4 Consumer Staples 8.88%
5 Energy 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$597K 0.48%
46,155
+675
77
$587K 0.47%
11,506
-2,116
78
$584K 0.47%
4,945
79
$583K 0.47%
7,351
+75
80
$575K 0.46%
2,353
-204
81
$575K 0.46%
11,836
+1,798
82
$574K 0.46%
6,585
+15
83
$564K 0.45%
12,385
84
$553K 0.44%
6,085
-100
85
$544K 0.44%
13,108
+1,475
86
$543K 0.44%
14,162
-1,240
87
$537K 0.43%
9,305
-319
88
$532K 0.43%
7,679
-600
89
$526K 0.42%
11,155
-1,445
90
$522K 0.42%
30,250
+500
91
$518K 0.42%
55,032
+361
92
$517K 0.42%
7,707
+1,204
93
$509K 0.41%
11,201
-4,458
94
$505K 0.41%
12,705
+2,250
95
$493K 0.4%
10,033
+550
96
$489K 0.39%
13,296
+414
97
$488K 0.39%
7,547
-50
98
$485K 0.39%
8,042
99
$485K 0.39%
11,747
-125
100
$481K 0.39%
7,791
-129
2 3
4
5 6