OC
Oarsman Capital Portfolio holdings
AUM
$638M
This Quarter Return
-0.76%
1 Year Return
+15.34%
3 Year Return
+60.56%
5 Year Return
+112.02%
10 Year Return
+209.72%
AUM
$136M
AUM Growth
+$136M
(-1.6%)
Cap. Flow
-$414K
Cap. Flow
% of AUM
-0.31%
Top 10 Holdings %
Top 10 Hldgs %
20.31%
Holding
173
New
4
Increased
66
Reduced
75
Closed
7
Top Buys
| 1 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$772K |
| 2 |
BABS
SPDR NUVEEN BARCLAYS BUILD AMERICA BOND ETF
BABS
|
$389K |
| 3 |
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
$169K |
| 4 |
Verizon
VZ
|
$149K |
| 5 |
iShares MSCI Japan ETF
EWJ
|
$119K |
Top Sells
| 1 |
PCL
PLUM CREEK TIMBER CO (REIT)
PCL
|
$223K |
| 2 |
CXP
COLUMBIA PROPERTY TRUST, INC.
CXP
|
$213K |
| 3 |
iShares US Utilities ETF
IDU
|
$210K |
| 4 |
Hershey
HSY
|
$202K |
| 5 |
Intel
INTC
|
$194K |
Sector Composition
| 1 | Healthcare | 13.27% |
| 2 | Technology | 11.66% |
| 3 | Industrials | 9.22% |
| 4 | Consumer Staples | 7.58% |
| 5 | Energy | 6.01% |
