OC
Oarsman Capital Portfolio holdings
AUM
$638M
1-Year Return
15.34%
This Quarter Return
+11.14%
1 Year Return
+15.34%
3 Year Return
+60.56%
5 Year Return
+112.02%
10 Year Return
+209.72%
AUM
$211M
AUM Growth
+$15.4M
(+7.9%)
Cap. Flow
-$3.66M
Cap. Flow
% of AUM
-1.74%
Top 10 Holdings %
Top 10 Hldgs %
22.58%
Holding
182
New
8
Increased
51
Reduced
94
Closed
5
Top Buys
| 1 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$1.5M |
| 2 |
UnitedHealth
UNH
|
$861K |
| 3 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$836K |
| 4 |
ProShares Short S&P500
SH
|
$534K |
| 5 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
$497K |
Top Sells
| 1 |
Gilead Sciences
GILD
|
$1.32M |
| 2 |
MGIC Investment
MTG
|
$1.3M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$1.16M |
| 4 |
AbbVie
ABBV
|
$1.05M |
| 5 |
Johnson Controls International
JCI
|
$805K |
Sector Composition
| 1 | Technology | 12.21% |
| 2 | Financials | 9.92% |
| 3 | Healthcare | 9.58% |
| 4 | Industrials | 7.64% |
| 5 | Consumer Discretionary | 7.49% |
