OC
Oarsman Capital Portfolio holdings
AUM
$638M
This Quarter Return
+17.56%
1 Year Return
+15.34%
3 Year Return
+60.56%
5 Year Return
+112.02%
10 Year Return
+209.72%
AUM
$202M
AUM Growth
+$202M
(+87%)
Cap. Flow
+$78.4M
Cap. Flow
% of AUM
38.75%
Top 10 Holdings %
Top 10 Hldgs %
30.03%
Holding
178
New
58
Increased
83
Reduced
16
Closed
4
Top Buys
| 1 |
Microsoft
MSFT
|
$5.28M |
| 2 |
SPDR Gold Trust
GLD
|
$3.5M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$3.15M |
| 4 |
Apple
AAPL
|
$2.43M |
| 5 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$2.28M |
Top Sells
| 1 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
$1.31M |
| 2 |
Western Digital
WDC
|
$631K |
| 3 |
Stanley Black & Decker
SWK
|
$418K |
| 4 |
Citigroup
C
|
$343K |
| 5 |
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% |
