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
$222M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.49M
3
+$1.27M
4
CAT icon
Caterpillar
CAT
+$1.01M
5
GS icon
Goldman Sachs
GS
+$944K

Top Sells

1
+$577K
2
+$522K
3
+$515K
4
AAPL icon
Apple
AAPL
+$507K
5
XOM icon
Exxon Mobil
XOM
+$400K

Sector Composition

1 Technology 15.01%
2 Healthcare 11.78%
3 Financials 7.56%
4 Consumer Staples 6.55%
5 Communication Services 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$723K 0.33%
3,899
-269
77
$719K 0.32%
23,168
-5,371
78
$710K 0.32%
6,965
-170
79
$691K 0.31%
23,257
+2,105
80
$687K 0.31%
19,119
+250
81
$667K 0.3%
10,651
-62
82
$667K 0.3%
+10,510
83
$660K 0.3%
49,110
-2,610
84
$637K 0.29%
73,015
-2,925
85
$630K 0.28%
100,774
-8,450
86
$627K 0.28%
2,395
-151
87
$618K 0.28%
8,011
-250
88
$617K 0.28%
+2,453
89
$605K 0.27%
4,874
90
$602K 0.27%
32,646
+7,608
91
$598K 0.27%
8,672
92
$582K 0.26%
7,550
-500
93
$548K 0.25%
46,909
+1,275
94
$540K 0.24%
15,012
+402
95
$529K 0.24%
32,812
-450
96
$511K 0.23%
2,304
-125
97
$503K 0.23%
33,160
+13,135
98
$491K 0.22%
3,435
-990
99
$478K 0.22%
11,044
-124
100
$473K 0.21%
4,965
-51
2 3
4
5 6