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
$130M
AUM Growth
+$4.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$442K
3
+$398K
4
DE icon
Deere & Co
DE
+$286K
5
VZ icon
Verizon
VZ
+$265K

Top Sells

1
+$337K
2
+$309K
3
+$239K
4
BCS icon
Barclays
BCS
+$182K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$88.8K

Sector Composition

1 Healthcare 12.87%
2 Technology 10.51%
3 Industrials 9.97%
4 Consumer Staples 8.7%
5 Energy 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$483K 0.37%
13,507
-655
102
$481K 0.37%
7,224
-455
103
$469K 0.36%
38,070
+1,080
104
$466K 0.36%
5,821
+66
105
$457K 0.35%
5,585
-1,000
106
$455K 0.35%
8,604
+528
107
$442K 0.34%
+9,286
108
$431K 0.33%
11,147
-600
109
$424K 0.33%
34,432
-880
110
$422K 0.33%
5,736
+254
111
$421K 0.33%
7,150
-250
112
$417K 0.32%
3,825
+150
113
$412K 0.32%
6,845
+240
114
$375K 0.29%
4,570
+820
115
$357K 0.28%
15,708
+153
116
$342K 0.26%
7,217
+567
117
$336K 0.26%
9,190
-1,270
118
$332K 0.26%
12,230
-199
119
$328K 0.25%
2,892
+61
120
$325K 0.25%
8,677
+1,402
121
$310K 0.24%
3,726
122
$297K 0.23%
10,845
+325
123
$288K 0.22%
5,922
+232
124
$284K 0.22%
5,030
-1,250
125
$278K 0.21%
6,400
3 4
5
6 7