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
$237M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$1.79M
3
+$1.35M
4
DBD
Diebold Nixdorf Incorporated
DBD
+$1.27M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$767K

Top Sells

1
+$1.31M
2
+$1.11M
3
+$760K
4
C icon
Citigroup
C
+$756K
5
DD
Du Pont De Nemours E I
DD
+$466K

Sector Composition

1 Financials 10.56%
2 Consumer Discretionary 10.49%
3 Healthcare 10.29%
4 Industrials 10.23%
5 Technology 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$432K 0.18%
2,464
127
$429K 0.18%
5,295
+38
128
$416K 0.18%
30,852
+3,677
129
$410K 0.17%
26,262
-2,637
130
$405K 0.17%
6,301
-90
131
$402K 0.17%
8,360
+500
132
$399K 0.17%
5,272
-1,018
133
$396K 0.17%
34,468
-931
134
$392K 0.17%
6,980
+404
135
$389K 0.16%
1,193
+32
136
$388K 0.16%
23,232
-465
137
$380K 0.16%
3,025
-100
138
$363K 0.15%
2,904
-352
139
$348K 0.15%
42,184
-3,736
140
$348K 0.15%
3,138
-550
141
$334K 0.14%
3,978
-55
142
$325K 0.14%
11,384
+1,062
143
$321K 0.14%
28,172
+1,680
144
$314K 0.13%
2,649
+9
145
$314K 0.13%
11,205
-195
146
$313K 0.13%
17,764
-43,128
147
$310K 0.13%
2,129
148
$306K 0.13%
29,900
149
$306K 0.13%
4,823
-743
150
$304K 0.13%
4,624
4 5
6
7 8