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
$222M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.49M
3
+$1.27M
4
CAT icon
Caterpillar
CAT
+$1.01M
5
GS icon
Goldman Sachs
GS
+$944K

Top Sells

1
+$577K
2
+$522K
3
+$515K
4
AAPL icon
Apple
AAPL
+$507K
5
XOM icon
Exxon Mobil
XOM
+$400K

Sector Composition

1 Technology 15.01%
2 Healthcare 11.78%
3 Financials 7.56%
4 Consumer Staples 6.55%
5 Communication Services 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$462K 0.21%
7,147
+30
102
$454K 0.2%
1,357
-533
103
$453K 0.2%
3,274
+164
104
$444K 0.2%
10,069
-347
105
$443K 0.2%
6,957
-102
106
$436K 0.2%
15,562
-1,890
107
$435K 0.2%
6,200
+790
108
$434K 0.2%
19,252
-1,000
109
$424K 0.19%
2,606
-230
110
$403K 0.18%
5,125
-750
111
$403K 0.18%
3,183
-890
112
$395K 0.18%
2,435
113
$384K 0.17%
7,840
-200
114
$383K 0.17%
1,380
-77
115
$381K 0.17%
33,712
+1,175
116
$359K 0.16%
+13,086
117
$358K 0.16%
935
118
$358K 0.16%
1,620
-215
119
$338K 0.15%
1,785
120
$333K 0.15%
2,261
121
$333K 0.15%
31,200
122
$321K 0.14%
9,097
+135
123
$316K 0.14%
6,267
+1,529
124
$315K 0.14%
5,413
+234
125
$305K 0.14%
8,572
3 4
5
6 7