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
$202M
AUM Growth
+$94.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$5.28M
2
+$3.5M
3
+$3.15M
4
AAPL icon
Apple
AAPL
+$2.43M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.28M

Top Sells

1
+$1.31M
2
+$631K
3
+$418K
4
C icon
Citigroup
C
+$343K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$330K

Sector Composition

1 Technology 15.83%
2 Healthcare 13.32%
3 Financials 7.65%
4 Communication Services 6.92%
5 Consumer Staples 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$283K 0.14%
+4,653
127
$281K 0.14%
+3,705
128
$279K 0.14%
3,890
+250
129
$274K 0.14%
+5,531
130
$272K 0.13%
+16,287
131
$259K 0.13%
2,000
132
$258K 0.13%
14,055
-13,657
133
$258K 0.13%
+5,776
134
$254K 0.13%
+3,440
135
$251K 0.12%
10,765
+1,935
136
$247K 0.12%
3,136
-52
137
$241K 0.12%
8,572
138
$239K 0.12%
17,691
+736
139
$236K 0.12%
+4,573
140
$235K 0.12%
+4,270
141
$232K 0.11%
+1,413
142
$231K 0.11%
+1,410
143
$230K 0.11%
1,994
-189
144
$229K 0.11%
2,453
145
$228K 0.11%
+3,176
146
$226K 0.11%
+4,738
147
$226K 0.11%
+2,856
148
$225K 0.11%
13,325
149
$223K 0.11%
+687
150
$222K 0.11%
+12,950
3 4 5
6
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