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
$222M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.49M
3
+$1.27M
4
CAT icon
Caterpillar
CAT
+$1.01M
5
GS icon
Goldman Sachs
GS
+$944K

Top Sells

1
+$577K
2
+$522K
3
+$515K
4
AAPL icon
Apple
AAPL
+$507K
5
XOM icon
Exxon Mobil
XOM
+$400K

Sector Composition

1 Technology 15.01%
2 Healthcare 11.78%
3 Financials 7.56%
4 Consumer Staples 6.55%
5 Communication Services 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$287K 0.13%
3,637
127
$287K 0.13%
2,000
128
$284K 0.13%
7,341
-196
129
$282K 0.13%
5,706
-70
130
$282K 0.13%
3,840
-50
131
$275K 0.12%
5,435
-400
132
$273K 0.12%
15,675
-612
133
$272K 0.12%
3,405
-300
134
$272K 0.12%
3,434
-6
135
$267K 0.12%
4,197
-456
136
$254K 0.11%
3,176
137
$253K 0.11%
850
138
$250K 0.11%
4,227
-43
139
$249K 0.11%
2,884
+28
140
$244K 0.11%
13,325
141
$240K 0.11%
3,795
-125
142
$239K 0.11%
1,355
-58
143
$237K 0.11%
4,573
144
$234K 0.11%
8,747
-184
145
$234K 0.11%
4,748
-783
146
$232K 0.1%
2,867
-269
147
$229K 0.1%
+8,137
148
$229K 0.1%
+3,304
149
$228K 0.1%
2,570
150
$226K 0.1%
1,688
+2
4 5
6
7 8