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
$237M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$1.79M
3
+$1.35M
4
DBD
Diebold Nixdorf Incorporated
DBD
+$1.27M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$767K

Top Sells

1
+$1.31M
2
+$1.11M
3
+$760K
4
C icon
Citigroup
C
+$756K
5
DD
Du Pont De Nemours E I
DD
+$466K

Sector Composition

1 Financials 10.56%
2 Consumer Discretionary 10.49%
3 Healthcare 10.29%
4 Industrials 10.23%
5 Technology 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.01M 0.43%
20,702
-310
77
$928K 0.39%
61,508
-452
78
$922K 0.39%
8,122
+2,715
79
$920K 0.39%
6,636
-104
80
$914K 0.39%
45,670
+1,015
81
$888K 0.38%
36,985
-72
82
$843K 0.36%
6,244
-758
83
$783K 0.33%
14,307
+190
84
$773K 0.33%
3,949
-129
85
$741K 0.31%
10,625
+385
86
$718K 0.3%
27,426
+1,484
87
$708K 0.3%
42,020
+8,940
88
$706K 0.3%
821
89
$694K 0.29%
5,707
-25
90
$687K 0.29%
12,453
-90
91
$679K 0.29%
15,796
+905
92
$634K 0.27%
37,766
93
$626K 0.26%
23,260
+5,475
94
$623K 0.26%
11,678
+701
95
$623K 0.26%
44,387
-225
96
$606K 0.26%
11,300
-130
97
$588K 0.25%
15,314
+100
98
$587K 0.25%
6,137
-250
99
$549K 0.23%
3,080
100
$541K 0.23%
2,153
-327
2 3
4
5 6