OC

Oarsman Capital Portfolio holdings

AUM $638M
1-Year Est. Return 15.34%
This Quarter Est. Return
1 Year Est. Return
+15.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$219M
AUM Growth
+$3.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1 +$1.14M
2 +$995K
3 +$692K
4
VTV icon
Vanguard Value ETF
VTV
+$491K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$340K

Top Sells

1 +$459K
2 +$372K
3 +$264K
4
APD icon
Air Products & Chemicals
APD
+$211K
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$210K

Sector Composition

1 Consumer Discretionary 11.41%
2 Financials 11.12%
3 Healthcare 11.1%
4 Industrials 9.98%
5 Technology 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-9,007
177
-6,839
178
-6,209
179
-3,270
180
-6,244