OC

Oarsman Capital Portfolio holdings

AUM $770M
1-Year Est. Return 19.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
+$4.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$463K
3
+$417K
4
DE icon
Deere & Co
DE
+$275K
5
VZ icon
Verizon
VZ
+$263K

Top Sells

1
+$300K
2
+$296K
3
+$222K
4
BCS icon
Barclays
BCS
+$182K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$87.2K

Sector Composition

1 Healthcare 12.87%
2 Technology 10.51%
3 Industrials 9.97%
4 Consumer Staples 8.7%
5 Energy 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$273K 0.21%
3,840
+534
127
$272K 0.21%
3,108
-117
128
$269K 0.21%
3,654
129
$257K 0.2%
10,308
+240
130
$254K 0.2%
2,510
+130
131
$251K 0.19%
4,758
+26
132
$246K 0.19%
2,833
+140
133
$234K 0.18%
6,900
-200
134
$231K 0.18%
13,740
135
$230K 0.18%
4,425
+125
136
$229K 0.18%
9,057
-490
137
$226K 0.17%
2,855
+35
138
$221K 0.17%
2,006
139
$221K 0.17%
+2,120
140
$221K 0.17%
18,012
+969
141
$218K 0.17%
4,180
142
$209K 0.16%
4,344
143
$209K 0.16%
8,916
+75
144
$209K 0.16%
5,222
-280
145
$208K 0.16%
4,955
-150
146
$205K 0.16%
3,965
-210
147
$205K 0.16%
+3,784
148
$204K 0.16%
21,635
149
$203K 0.16%
+3,894
150
$202K 0.16%
2,871
+20
3 4 5
6
7