OC

Oarsman Capital Portfolio holdings

AUM $770M
1-Year Est. Return 19.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$215M
AUM Growth
+$59.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1 +$3.42M
2 +$2.19M
3 +$1.67M
4
T icon
AT&T
T
+$1.5M
5
VTV icon
Vanguard Value ETF
VTV
+$1.49M

Top Sells

1 +$1.08M
2 +$665K
3 +$545K
4
BAC icon
Bank of America
BAC
+$521K
5
SXT icon
Sensient Technologies
SXT
+$314K

Sector Composition

1 Consumer Discretionary 10.86%
2 Healthcare 10.79%
3 Financials 10.62%
4 Industrials 10.29%
5 Technology 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$200K 0.09%
+6,244
177
$195K 0.09%
8,116
+1,577
178
$176K 0.08%
+12,007
179
$56K 0.03%
+11,882
180
-1,599
181
-4,000