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
$231M
AUM Growth
-$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.91M
3
+$1.49M
4
VOD icon
Vodafone
VOD
+$1.23M
5
FCX icon
Freeport-McMoran
FCX
+$1.22M

Top Sells

1
+$7.12M
2
+$4.33M
3
+$3.64M
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$3.4M
5
VZ icon
Verizon
VZ
+$2.13M

Sector Composition

1 Technology 14.52%
2 Healthcare 10.6%
3 Financials 10.44%
4 Communication Services 7.31%
5 Industrials 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.05M 0.45%
+6,089
77
$1.05M 0.45%
3,683
-653
78
$1.02M 0.44%
3,710
-165
79
$1.01M 0.44%
15,517
-8,617
80
$945K 0.41%
26,086
-3,067
81
$934K 0.4%
17,087
-9,672
82
$921K 0.4%
48,982
-46
83
$889K 0.38%
4,819
-110
84
$845K 0.37%
10,574
-140
85
$831K 0.36%
34,173
+2,715
86
$819K 0.35%
14,911
-1,748
87
$812K 0.35%
11,576
-174
88
$798K 0.35%
23,173
+1,084
89
$790K 0.34%
7,536
-14,010
90
$787K 0.34%
15,874
+525
91
$750K 0.32%
46,240
-8,672
92
$736K 0.32%
27,747
-4,670
93
$733K 0.32%
16,188
-20,130
94
$722K 0.31%
13,963
-1,129
95
$712K 0.31%
5,473
-1,106
96
$707K 0.31%
7,631
-310
97
$697K 0.3%
43,560
-3,150
98
$687K 0.3%
46,095
-714
99
$681K 0.29%
6,686
-610
100
$665K 0.29%
14,086
-14,574
2 3
4
5 6