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
$136M
AUM Growth
-$2.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$772K
2
+$389K
3
+$169K
4
VZ icon
Verizon
VZ
+$149K
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$119K

Top Sells

1
+$223K
2
+$213K
3
+$210K
4
HSY icon
Hershey
HSY
+$202K
5
INTC icon
Intel
INTC
+$194K

Sector Composition

1 Healthcare 13.27%
2 Technology 11.66%
3 Industrials 9.22%
4 Consumer Staples 7.58%
5 Energy 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$665K 0.49%
6,556
77
$645K 0.48%
6,515
+480
78
$629K 0.46%
80,512
+8,640
79
$621K 0.46%
9,678
+1,189
80
$616K 0.45%
11,915
-150
81
$605K 0.45%
46,080
+4,349
82
$604K 0.45%
8,211
+656
83
$593K 0.44%
14,270
+15
84
$587K 0.43%
9,105
+210
85
$586K 0.43%
4,860
-495
86
$576K 0.42%
4,955
-40
87
$563K 0.42%
38,585
-1,200
88
$557K 0.41%
16,201
+1,378
89
$552K 0.41%
3,243
90
$552K 0.41%
54,563
+423
91
$543K 0.4%
7,941
+100
92
$532K 0.39%
7,697
+250
93
$531K 0.39%
12,023
+117
94
$518K 0.38%
5,821
95
$500K 0.37%
9,515
+685
96
$497K 0.37%
13,811
+483
97
$485K 0.36%
28,450
-2,700
98
$472K 0.35%
4,298
-100
99
$471K 0.35%
7,677
-280
100
$471K 0.35%
11,047
-100
2 3
4
5 6