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
$125M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$338K
2
+$314K
3
+$299K
4
UNH icon
UnitedHealth
UNH
+$282K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$250K

Top Sells

1
+$464K
2
+$245K
3
+$236K
4
MRK icon
Merck
MRK
+$214K
5
MUB icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$254K 0.2%
3,726
-100
127
$250K 0.2%
+4,732
128
$249K 0.2%
10,068
+48
129
$247K 0.2%
9,547
130
$241K 0.19%
+2,380
131
$237K 0.19%
5,105
132
$234K 0.19%
7,100
133
$232K 0.19%
+2,820
134
$230K 0.18%
2,693
+108
135
$229K 0.18%
+4,300
136
$228K 0.18%
3,306
137
$221K 0.18%
4,175
+50
138
$215K 0.17%
5,502
-89
139
$208K 0.17%
+17,043
140
$207K 0.17%
+2,006
141
$204K 0.16%
8,841
-1,904
142
$203K 0.16%
4,344
143
$201K 0.16%
+2,851
144
$200K 0.16%
+4,180
145
$196K 0.16%
21,635
146
$190K 0.15%
4,120
+153
147
$182K 0.15%
+10,847
148
$150K 0.12%
21,015
-100
149
$145K 0.12%
6,190
+83
150
$137K 0.11%
2,820
3 4 5
6
7