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
151
$214K 0.15%
4,728
-199
152
$212K 0.15%
+9,744
153
$209K 0.14%
2,070
154
$208K 0.14%
+14,460
155
$206K 0.14%
7,624
-553
156
$206K 0.14%
7,005
-380
157
$204K 0.14%
4,624
158
$203K 0.14%
+999
159
$200K 0.14%
3,580
160
$178K 0.12%
3,811
+3
161
$140K 0.1%
6,115
-75
162
$90K 0.06%
11,708
163
$65K 0.04%
13,338
+18
164
$38K 0.03%
3,426
165
– –
-2,133
3 4 5 6
7