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
$257M
AUM Growth
+$35.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$1.7M
3
+$1.37M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$954K
5
FISV
Fiserv Inc
FISV
+$951K

Top Sells

1
+$1.52M
2
+$1.17M
3
+$868K
4
CAT icon
Caterpillar
CAT
+$735K
5
KMB icon
Kimberly-Clark
KMB
+$407K

Sector Composition

1 Technology 14.53%
2 Healthcare 10.53%
3 Financials 8.41%
4 Communication Services 6.59%
5 Consumer Staples 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$261K 0.1%
8,524
-223
152
$259K 0.1%
1,332
153
$242K 0.09%
1,656
-32
154
$241K 0.09%
5,189
155
$240K 0.09%
4,573
156
$237K 0.09%
2,589
+19
157
$234K 0.09%
4,754
+6
158
$233K 0.09%
12,025
-1,300
159
$230K 0.09%
1,360
-50
160
$229K 0.09%
1,100
161
$227K 0.09%
1,770
-200
162
$226K 0.09%
+1,159
163
$225K 0.09%
+1,894
164
$221K 0.09%
5,625
165
$220K 0.09%
1,831
-13
166
$219K 0.09%
+1,652
167
$217K 0.08%
+5,269
168
$213K 0.08%
31,855
+4,370
169
$211K 0.08%
+1,721
170
$210K 0.08%
+6,263
171
$205K 0.08%
2,471
-425
172
$205K 0.08%
3,525
-270
173
$202K 0.08%
+6,706
174
$192K 0.07%
18,758
-389
175
$188K 0.07%
17,600
-2,550
4 5 6
7
8