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
$221M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$921K
3
+$848K
4
ATI icon
ATI
ATI
+$826K
5
BAC icon
Bank of America
BAC
+$689K

Top Sells

1
+$1.29M
2
+$486K
3
+$456K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$238K
5
INTC icon
Intel
INTC
+$196K

Sector Composition

1 Technology 12.24%
2 Financials 10.38%
3 Healthcare 9.68%
4 Industrials 7.84%
5 Consumer Discretionary 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-30,300
177
– –
-1,354
178
– –
-2,996
4 5 6 7
8