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
$247M
AUM Growth
-$4.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$848K
3
+$677K
4
OI icon
O-I Glass
OI
+$584K
5
HBAN icon
Huntington Bancshares
HBAN
+$542K

Top Sells

1
+$1.1M
2
+$1.1M
3
+$764K
4
AAPL icon
Apple
AAPL
+$753K
5
XPO icon
XPO
XPO
+$519K

Sector Composition

1 Technology 14.44%
2 Financials 10.46%
3 Healthcare 9.39%
4 Communication Services 8.49%
5 Industrials 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$655K 0.27%
2,535
102
$639K 0.26%
8,690
-100
103
$623K 0.25%
29,072
-2,900
104
$619K 0.25%
27,355
-1,825
105
$603K 0.24%
53,189
-7,835
106
$602K 0.24%
7,716
+449
107
$597K 0.24%
4,677
108
$591K 0.24%
6,950
109
$575K 0.23%
4,745
110
$566K 0.23%
17,551
+1,475
111
$556K 0.23%
6,546
-35
112
$542K 0.22%
8,672
113
$541K 0.22%
10,720
+3,100
114
$533K 0.22%
34,109
-11,586
115
$501K 0.2%
10,013
+223
116
$499K 0.2%
1,162
-104
117
$498K 0.2%
28,710
118
$488K 0.2%
14,619
119
$486K 0.2%
+4,830
120
$484K 0.2%
36,747
-150
121
$467K 0.19%
9,261
-560
122
$463K 0.19%
25,312
+175
123
$458K 0.19%
1,952
124
$451K 0.18%
1,346
-199
125
$449K 0.18%
7,115
-75
3 4
5
6 7