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
$145M
AUM Growth
+$6.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$543K
2
+$227K
3
+$225K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$221K
5
NEM icon
Newmont
NEM
+$212K

Top Sells

1
+$220K
2
+$51.4K
3
+$41.1K
4
AMGN icon
Amgen
AMGN
+$31.2K
5
JPM icon
JPMorgan Chase
JPM
+$28.5K

Sector Composition

1 Healthcare 14.4%
2 Technology 11.15%
3 Industrials 8.83%
4 Consumer Staples 7.36%
5 Consumer Discretionary 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$632K 0.44%
18,797
+60
77
$616K 0.43%
7,666
-135
78
$615K 0.42%
5,225
+331
79
$598K 0.41%
42,530
+650
80
$595K 0.41%
12,001
+277
81
$590K 0.41%
5,621
-200
82
$575K 0.4%
39,985
+1,900
83
$561K 0.39%
13,980
-160
84
$560K 0.39%
10,797
+547
85
$551K 0.38%
4,845
86
$545K 0.38%
8,509
+606
87
$539K 0.37%
5,325
+1,385
88
$531K 0.37%
10,205
+100
89
$527K 0.36%
12,021
+25
90
$526K 0.36%
7,417
+175
91
$519K 0.36%
7,127
+125
92
$516K 0.36%
2,903
93
$511K 0.35%
11,513
-250
94
$504K 0.35%
6,300
+485
95
$502K 0.35%
7,847
-30
96
$489K 0.34%
8,153
+766
97
$483K 0.33%
3,560
98
$480K 0.33%
5,796
99
$473K 0.33%
4,160
+1,690
100
$470K 0.32%
4,048
+50
2 3
4
5 6