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
$125M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$338K
2
+$314K
3
+$299K
4
UNH icon
UnitedHealth
UNH
+$282K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$250K

Top Sells

1
+$464K
2
+$245K
3
+$236K
4
MRK icon
Merck
MRK
+$214K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$212K

Sector Composition

1 Healthcare 11.42%
2 Industrials 10.6%
3 Technology 10.51%
4 Consumer Staples 8.88%
5 Energy 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$113K 0.09%
13,992
-18,940
152
$74K 0.06%
14,753
+16
153
$2K ﹤0.01%
833
154
– –
-4,713
155
– –
-2,025
156
– –
-4,485
3 4 5 6
7