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
$136M
AUM Growth
-$2.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$772K
2
+$389K
3
+$169K
4
VZ icon
Verizon
VZ
+$149K
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$119K

Top Sells

1
+$223K
2
+$213K
3
+$210K
4
HSY icon
Hershey
HSY
+$202K
5
INTC icon
Intel
INTC
+$194K

Sector Composition

1 Healthcare 13.27%
2 Technology 11.66%
3 Industrials 9.22%
4 Consumer Staples 7.58%
5 Energy 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$466K 0.34%
12,168
-510
102
$465K 0.34%
3,660
-165
103
$462K 0.34%
5,356
+311
104
$453K 0.33%
8,733
-585
105
$441K 0.33%
5,285
+250
106
$439K 0.32%
30,955
-12,980
107
$431K 0.32%
1,728
-100
108
$430K 0.32%
8,993
-420
109
$402K 0.3%
6,046
+214
110
$392K 0.29%
7,866
-1,268
111
$391K 0.29%
7,464
+127
112
$391K 0.29%
3,855
+330
113
$389K 0.29%
+6,357
114
$386K 0.28%
34,432
115
$381K 0.28%
6,554
-570
116
$375K 0.28%
8,158
-284
117
$362K 0.27%
7,815
+415
118
$352K 0.26%
16,263
+369
119
$345K 0.25%
5,324
-1,500
120
$344K 0.25%
4,607
+150
121
$329K 0.24%
2,774
-118
122
$317K 0.23%
6,860
+180
123
$314K 0.23%
10,745
124
$286K 0.21%
5,600
-800
125
$283K 0.21%
22,002
+957
3 4
5
6 7