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
$138M
AUM Growth
+$8.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$632K
2
+$437K
3
+$371K
4
VZ icon
Verizon
VZ
+$340K
5
PRU icon
Prudential Financial
PRU
+$264K

Top Sells

1
+$925K
2
+$839K
3
+$310K
4
EPP icon
iShares MSCI Pacific ex Japan ETF
EPP
+$209K
5
AAPL icon
Apple
AAPL
+$153K

Sector Composition

1 Healthcare 13.09%
2 Technology 11.04%
3 Industrials 9.78%
4 Consumer Staples 7.54%
5 Energy 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$280K 0.2%
2,983
-125
127
$280K 0.2%
3,654
128
$280K 0.2%
5,030
129
$268K 0.19%
21,045
+3,033
130
$261K 0.19%
+9,290
131
$261K 0.19%
4,930
+172
132
$254K 0.18%
9,656
-652
133
$252K 0.18%
2,788
-45
134
$249K 0.18%
25,785
+4,150
135
$247K 0.18%
2,876
+5
136
$247K 0.18%
9,721
+805
137
$243K 0.18%
6,620
-280
138
$239K 0.17%
2,006
139
$231K 0.17%
2,855
140
$228K 0.17%
9,057
141
$225K 0.16%
3,853
+69
142
$224K 0.16%
5,222
143
$223K 0.16%
13,740
144
$223K 0.16%
4,225
+260
145
$223K 0.16%
4,955
146
$219K 0.16%
4,134
+240
147
$215K 0.16%
4,425
148
$215K 0.16%
+35,376
149
$213K 0.15%
+8,177
150
$212K 0.15%
4,185
+252
3 4 5
6
7