OC
Oarsman Capital Portfolio holdings
AUM
$638M
1-Year Return
15.34%
This Quarter Return
+7.98%
1 Year Return
+15.34%
3 Year Return
+60.56%
5 Year Return
+112.02%
10 Year Return
+209.72%
AUM
$254M
AUM Growth
+$6.6M
(+2.7%)
Cap. Flow
-$10.7M
Cap. Flow
% of AUM
-4.21%
Top 10 Holdings %
Top 10 Hldgs %
28.68%
Holding
200
New
4
Increased
38
Reduced
114
Closed
17
Top Buys
| 1 |
Schwab International Equity ETF
SCHF
|
$2.01M |
| 2 |
Regal Rexnord
RRX
|
$976K |
| 3 |
O-I Glass
OI
|
$927K |
| 4 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
$743K |
| 5 |
PayPal
PYPL
|
$547K |
Top Sells
| 1 |
Apple
AAPL
|
$2.45M |
| 2 |
Visa
V
|
$1.45M |
| 3 |
Microsoft
MSFT
|
$970K |
| 4 |
Walt Disney
DIS
|
$514K |
| 5 |
Accenture
ACN
|
$480K |
Sector Composition
| 1 | Technology | 15.05% |
| 2 | Healthcare | 9.83% |
| 3 | Financials | 8.97% |
| 4 | Communication Services | 7.99% |
| 5 | Industrials | 5.09% |
