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
$139M
AUM Growth
+$3.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$253K
2
+$225K
3
+$222K
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$218K
5
HSY icon
Hershey
HSY
+$215K

Top Sells

1
+$616K
2
+$383K
3
+$246K
4
NEM icon
Newmont
NEM
+$220K
5
RRC icon
Range Resources
RRC
+$219K

Sector Composition

1 Healthcare 14.23%
2 Technology 11.5%
3 Industrials 9.02%
4 Consumer Staples 7.86%
5 Financials 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$297K 0.21%
10,308
+912
127
$291K 0.21%
5,600
128
$272K 0.2%
6,620
129
$268K 0.19%
2,006
130
$264K 0.19%
6,600
-1,266
131
$262K 0.19%
2,798
-10
132
$261K 0.19%
4,425
133
$259K 0.19%
2,470
+65
134
$253K 0.18%
+10,715
135
$252K 0.18%
38,952
+1,984
136
$242K 0.17%
3,068
-486
137
$235K 0.17%
7,385
-75
138
$230K 0.17%
8,236
-180
139
$228K 0.16%
4,326
-118
140
$224K 0.16%
4,225
141
$223K 0.16%
4,781
+355
142
$222K 0.16%
+16,359
143
$220K 0.16%
9,057
144
$220K 0.16%
2,133
-250
145
$218K 0.16%
+8,122
146
$215K 0.16%
+2,070
147
$214K 0.15%
5,081
-1,779
148
$214K 0.15%
4,927
-60
149
$214K 0.15%
+4,624
150
$213K 0.15%
13,740
3 4 5
6
7