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
$231M
AUM Growth
-$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.91M
3
+$1.49M
4
VOD icon
Vodafone
VOD
+$1.23M
5
FCX icon
Freeport-McMoran
FCX
+$1.22M

Top Sells

1
+$7.12M
2
+$4.33M
3
+$3.64M
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$3.4M
5
VZ icon
Verizon
VZ
+$2.13M

Sector Composition

1 Technology 14.52%
2 Healthcare 10.6%
3 Financials 10.44%
4 Communication Services 7.31%
5 Industrials 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$628K 0.27%
8,790
-577
102
$621K 0.27%
1,566
-55
103
$618K 0.27%
2,099
-271
104
$614K 0.27%
1,640
-464
105
$601K 0.26%
9,968
-2,115
106
$590K 0.26%
6,917
-195
107
$583K 0.25%
32,572
-235
108
$577K 0.25%
8,672
109
$565K 0.24%
30,937
-2,275
110
$564K 0.24%
2,535
-1,080
111
$551K 0.24%
7,259
+550
112
$548K 0.24%
4,745
+5
113
$547K 0.24%
1,785
114
$536K 0.23%
10,057
-75
115
$527K 0.23%
10,125
-792
116
$498K 0.22%
15,312
+350
117
$498K 0.22%
3,967
-116
118
$475K 0.21%
6,020
-830
119
$469K 0.2%
2,350
-85
120
$465K 0.2%
36,847
+2,085
121
$450K 0.19%
7,340
-400
122
$447K 0.19%
6,025
-500
123
$445K 0.19%
2,147
-1,587
124
$437K 0.19%
918
-374
125
$431K 0.19%
+14,020
3 4
5
6 7