OC
Oarsman Capital Portfolio holdings
AUM
$638M
1-Year Return
15.34%
This Quarter Return
+7.68%
1 Year Return
+15.34%
3 Year Return
+60.56%
5 Year Return
+112.02%
10 Year Return
+209.72%
AUM
$125M
AUM Growth
+$10M
(+8.7%)
Cap. Flow
+$1.72M
Cap. Flow
% of AUM
1.38%
Top 10 Holdings %
Top 10 Hldgs %
20.49%
Holding
166
New
11
Increased
66
Reduced
60
Closed
3
Top Buys
| 1 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
$338K |
| 2 |
MGIC Investment
MTG
|
$314K |
| 3 |
Deere & Co
DE
|
$299K |
| 4 |
UnitedHealth
UNH
|
$282K |
| 5 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$250K |
Top Sells
| 1 |
Johnson Controls International
JCI
|
$464K |
| 2 |
Tapestry
TPR
|
$245K |
| 3 |
Teva Pharmaceuticals
TEVA
|
$236K |
| 4 |
Merck
MRK
|
$214K |
| 5 |
iShares National Muni Bond ETF
MUB
|
$212K |
Sector Composition
| 1 | Healthcare | 11.42% |
| 2 | Industrials | 10.6% |
| 3 | Technology | 10.51% |
| 4 | Consumer Staples | 8.88% |
| 5 | Energy | 6.31% |
