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
$222M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.51M
3
+$1.26M
4
GS icon
Goldman Sachs
GS
+$956K
5
CAT icon
Caterpillar
CAT
+$948K

Top Sells

1
+$580K
2
+$512K
3
+$478K
4
NVDA icon
NVIDIA
NVDA
+$443K
5
XOM icon
Exxon Mobil
XOM
+$400K

Sector Composition

1 Technology 15.01%
2 Healthcare 11.78%
3 Financials 7.56%
4 Consumer Staples 6.55%
5 Communication Services 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-2,926
177
– –
-8,178
178
– –
-8,949
4 5 6 7
8