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
$136M
AUM Growth
-$2.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$772K
2
+$389K
3
+$169K
4
VZ icon
Verizon
VZ
+$149K
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$119K

Top Sells

1
+$223K
2
+$213K
3
+$210K
4
HSY icon
Hershey
HSY
+$202K
5
INTC icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$276K 0.2%
6,250
-700
127
$275K 0.2%
7,460
-855
128
$267K 0.2%
9,396
+106
129
$266K 0.2%
3,554
-100
130
$263K 0.19%
5,030
131
$253K 0.19%
2,808
+20
132
$250K 0.18%
6,620
133
$250K 0.18%
4,841
+988
134
$248K 0.18%
11,033
-799
135
$246K 0.18%
3,211
+335
136
$242K 0.18%
2,006
137
$235K 0.17%
2,383
-600
138
$234K 0.17%
4,444
-486
139
$227K 0.17%
24,085
-1,700
140
$227K 0.17%
36,968
+1,592
141
$226K 0.17%
4,425
142
$225K 0.17%
8,416
-1,240
143
$222K 0.16%
13,740
144
$221K 0.16%
2,405
-450
145
$220K 0.16%
9,531
-190
146
$215K 0.16%
4,426
+292
147
$213K 0.16%
9,057
148
$208K 0.15%
4,225
149
$203K 0.15%
4,987
-235
150
$185K 0.14%
3,923
-262
3 4 5
6
7