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
151
$304K 0.13%
6,758
+587
152
$304K 0.13%
1,859
+285
153
$291K 0.12%
5,148
-210
154
$290K 0.12%
11,115
155
$285K 0.12%
919
156
$282K 0.12%
9,362
-100
157
$265K 0.11%
3,123
158
$264K 0.11%
3,200
159
$242K 0.1%
5,026
160
$242K 0.1%
5,994
+166
161
$241K 0.1%
3,776
162
$240K 0.1%
7,066
163
$240K 0.1%
2,566
164
$239K 0.1%
2,218
165
$238K 0.1%
10,485
166
$235K 0.1%
9,559
+913
167
$230K 0.1%
3,120
168
$230K 0.1%
4,372
-2
169
$225K 0.1%
+3,586
170
$224K 0.09%
2,050
171
$218K 0.09%
3,576
172
$213K 0.09%
1,900
173
$210K 0.09%
+4,777
174
$203K 0.09%
+45,520
175
$202K 0.09%
+5,636
4 5 6
7
8