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

Top Buys

1 +$1.15M
2 +$975K
3 +$876K
4
ATI icon
ATI
ATI
+$798K
5
QUAD icon
Quad
QUAD
+$753K

Top Sells

1 +$1.29M
2 +$487K
3 +$439K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$238K
5
WFT
Weatherford International plc
WFT
+$204K

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
-1,354
177
-2,996
178
-30,300