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
$145M
AUM Growth
+$6.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$543K
2
+$227K
3
+$225K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$221K
5
NEM icon
Newmont
NEM
+$212K

Top Sells

1
+$220K
2
+$51.4K
3
+$41.1K
4
AMGN icon
Amgen
AMGN
+$31.2K
5
JPM icon
JPMorgan Chase
JPM
+$28.5K

Sector Composition

1 Healthcare 14.4%
2 Technology 11.15%
3 Industrials 8.83%
4 Consumer Staples 7.36%
5 Consumer Discretionary 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$460K 0.32%
29,200
+1,550
102
$450K 0.31%
7,080
103
$447K 0.31%
8,670
-103
104
$440K 0.3%
33,498
+3,396
105
$440K 0.3%
1,588
-75
106
$438K 0.3%
30,905
+450
107
$436K 0.3%
10,747
-100
108
$436K 0.3%
7,232
-100
109
$426K 0.29%
5,776
-79
110
$424K 0.29%
13,055
111
$409K 0.28%
7,429
112
$403K 0.28%
16,770
+810
113
$402K 0.28%
16,852
+6,137
114
$383K 0.26%
6,304
-150
115
$378K 0.26%
36,036
+1,668
116
$377K 0.26%
2,734
+1
117
$371K 0.26%
7,415
+16
118
$365K 0.25%
5,074
119
$355K 0.25%
4,710
120
$354K 0.24%
4,607
121
$348K 0.24%
33,632
+800
122
$346K 0.24%
5,030
123
$330K 0.23%
5,828
+69
124
$316K 0.22%
7,424
-80
125
$313K 0.22%
10,864
+556
3 4
5
6 7