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
$237M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$1.79M
3
+$1.35M
4
DBD
Diebold Nixdorf Incorporated
DBD
+$1.27M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$767K

Top Sells

1
+$1.31M
2
+$1.11M
3
+$760K
4
C icon
Citigroup
C
+$756K
5
DD
Du Pont De Nemours E I
DD
+$466K

Sector Composition

1 Financials 10.56%
2 Consumer Discretionary 10.49%
3 Healthcare 10.29%
4 Industrials 10.23%
5 Technology 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$540K 0.23%
17,609
+876
102
$531K 0.22%
4,255
+350
103
$530K 0.22%
11,836
+725
104
$525K 0.22%
3,712
-149
105
$521K 0.22%
3,728
-82
106
$515K 0.22%
10,215
+300
107
$514K 0.22%
7,697
-50
108
$508K 0.21%
5,995
+130
109
$505K 0.21%
2,455
-290
110
$494K 0.21%
7,221
+600
111
$492K 0.21%
4,987
+175
112
$483K 0.2%
40,612
+150
113
$482K 0.2%
6,040
+250
114
$481K 0.2%
2,150
115
$481K 0.2%
20,684
-1,046
116
$478K 0.2%
37,720
-100
117
$474K 0.2%
60,432
-1,350
118
$465K 0.2%
7,879
119
$461K 0.19%
5,987
120
$456K 0.19%
13,168
-520
121
$454K 0.19%
9,635
-1,200
122
$453K 0.19%
7,560
-388
123
$451K 0.19%
16,744
+492
124
$445K 0.19%
6,157
-110
125
$441K 0.19%
25,521
+1,569
3 4
5
6 7