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
$202M
AUM Growth
+$94.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$5.28M
2
+$3.5M
3
+$3.15M
4
AAPL icon
Apple
AAPL
+$2.43M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.28M

Top Sells

1
+$1.31M
2
+$631K
3
+$418K
4
C icon
Citigroup
C
+$343K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$330K

Sector Composition

1 Technology 15.83%
2 Healthcare 13.32%
3 Financials 7.65%
4 Communication Services 6.92%
5 Consumer Staples 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$417K 0.21%
+10,416
102
$404K 0.2%
5,875
103
$400K 0.2%
8,949
+686
104
$395K 0.2%
+7,117
105
$391K 0.19%
1,835
106
$382K 0.19%
2,429
-50
107
$378K 0.19%
+8,040
108
$369K 0.18%
5,410
+248
109
$367K 0.18%
+32,537
110
$365K 0.18%
1,457
+315
111
$354K 0.17%
1,785
112
$341K 0.17%
935
113
$339K 0.17%
2,435
-3,006
114
$329K 0.16%
20,025
+9,130
115
$325K 0.16%
2,926
116
$324K 0.16%
+8,962
117
$319K 0.16%
+4,425
118
$318K 0.16%
31,200
119
$303K 0.15%
+2,261
120
$302K 0.15%
3,920
+564
121
$299K 0.15%
+5,179
122
$298K 0.15%
+2,836
123
$296K 0.15%
+7,537
124
$295K 0.15%
+3,637
125
$294K 0.15%
+5,835
3 4
5
6 7