OC
Oarsman Capital Portfolio holdings
AUM
$638M
1-Year Return
15.34%
This Quarter Return
+6.68%
1 Year Return
+15.34%
3 Year Return
+60.56%
5 Year Return
+112.02%
10 Year Return
+209.72%
AUM
$222M
AUM Growth
+$19.6M
(+9.7%)
Cap. Flow
+$8.53M
Cap. Flow
% of AUM
3.84%
Top 10 Holdings %
Top 10 Hldgs %
31.01%
Holding
183
New
9
Increased
52
Reduced
92
Closed
7
Top Buys
| 1 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
$2.05M |
| 2 |
SPDR Gold Trust
GLD
|
$1.49M |
| 3 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
$1.27M |
| 4 |
Caterpillar
CAT
|
$1.01M |
| 5 |
Goldman Sachs
GS
|
$944K |
Top Sells
| 1 |
Intel
INTC
|
$577K |
| 2 |
PepsiCo
PEP
|
$522K |
| 3 |
NVIDIA
NVDA
|
$515K |
| 4 |
Apple
AAPL
|
$507K |
| 5 |
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% |
