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
$145M
AUM Growth
+$6.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$543K
2
+$227K
3
+$225K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$221K
5
NEM icon
Newmont
NEM
+$212K

Top Sells

1
+$220K
2
+$51.4K
3
+$41.1K
4
AMGN icon
Amgen
AMGN
+$31.2K
5
JPM icon
JPMorgan Chase
JPM
+$28.5K

Sector Composition

1 Healthcare 14.4%
2 Technology 11.15%
3 Industrials 8.83%
4 Consumer Staples 7.36%
5 Consumer Discretionary 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$308K 0.21%
10,886
+1
127
$285K 0.2%
4,425
128
$283K 0.2%
7,209
+609
129
$281K 0.19%
5,750
-500
130
$279K 0.19%
1,990
-16
131
$276K 0.19%
10,807
+307
132
$273K 0.19%
40,552
+1,600
133
$273K 0.19%
6,513
+1,432
134
$265K 0.18%
5,600
135
$262K 0.18%
2,828
+30
136
$259K 0.18%
2,000
137
$258K 0.18%
5,215
+434
138
$255K 0.18%
17,745
+1,386
139
$254K 0.18%
4,650
+425
140
$253K 0.17%
13,600
-140
141
$251K 0.17%
6,420
-200
142
$250K 0.17%
9,180
+1,058
143
$238K 0.16%
24,050
+3,500
144
$235K 0.16%
8,236
145
$233K 0.16%
4,422
+96
146
$232K 0.16%
9,057
147
$227K 0.16%
+13,680
148
$225K 0.16%
2,873
-195
149
$225K 0.16%
+5,198
150
$221K 0.15%
+14,636
3 4 5
6
7