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
$138M
AUM Growth
+$8.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$632K
2
+$437K
3
+$371K
4
VZ icon
Verizon
VZ
+$340K
5
PRU icon
Prudential Financial
PRU
+$264K

Top Sells

1
+$925K
2
+$839K
3
+$310K
4
EPP icon
iShares MSCI Pacific ex Japan ETF
EPP
+$209K
5
AAPL icon
Apple
AAPL
+$153K

Sector Composition

1 Healthcare 13.09%
2 Technology 11.04%
3 Industrials 9.78%
4 Consumer Staples 7.54%
5 Energy 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$488K 0.35%
9,413
-953
102
$485K 0.35%
6,824
-13,010
103
$476K 0.35%
1,828
-260
104
$473K 0.34%
8,830
+226
105
$472K 0.34%
11,147
106
$470K 0.34%
12,678
-829
107
$446K 0.32%
3,825
108
$439K 0.32%
9,318
+32
109
$426K 0.31%
34,432
110
$425K 0.31%
5,035
-550
111
$424K 0.31%
5,832
+96
112
$412K 0.3%
5,045
+475
113
$386K 0.28%
6,950
-200
114
$371K 0.27%
15,894
+186
115
$371K 0.27%
+7,400
116
$362K 0.26%
7,337
+120
117
$357K 0.26%
3,525
+1,015
118
$354K 0.26%
8,442
-235
119
$353K 0.26%
11,832
-398
120
$346K 0.25%
2,892
121
$343K 0.25%
6,680
+758
122
$331K 0.24%
4,457
+617
123
$318K 0.23%
8,315
-875
124
$283K 0.21%
10,745
-100
125
$282K 0.2%
6,400
3 4
5
6 7