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
$125M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$338K
2
+$314K
3
+$299K
4
UNH icon
UnitedHealth
UNH
+$282K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$250K

Top Sells

1
+$464K
2
+$245K
3
+$236K
4
MRK icon
Merck
MRK
+$214K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$212K

Sector Composition

1 Healthcare 11.42%
2 Industrials 10.6%
3 Technology 10.51%
4 Consumer Staples 8.88%
5 Energy 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$480K 0.39%
56,915
+37,210
102
$443K 0.36%
6,639
+50
103
$440K 0.35%
5,755
+48
104
$427K 0.34%
36,990
-14,050
105
$427K 0.34%
8,076
+304
106
$419K 0.34%
35,312
-600
107
$419K 0.34%
8,260
+1,835
108
$393K 0.32%
5,482
+1,597
109
$387K 0.31%
10,460
-2,180
110
$384K 0.31%
12,429
+2
111
$373K 0.3%
7,400
112
$361K 0.29%
6,605
+720
113
$351K 0.28%
15,555
-33
114
$351K 0.28%
3,675
115
$338K 0.27%
+6,650
116
$332K 0.27%
2,831
+1
117
$305K 0.24%
6,280
-750
118
$284K 0.23%
3,225
-338
119
$282K 0.23%
+3,750
120
$279K 0.22%
7,275
+250
121
$278K 0.22%
6,400
122
$274K 0.22%
13,740
123
$270K 0.22%
5,690
+275
124
$265K 0.21%
10,520
-175
125
$265K 0.21%
3,654
-63
3 4
5
6 7