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
$201M
AUM Growth
-$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$913K
3
+$552K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$390K
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$388K

Top Sells

1
+$3.35M
2
+$1.42M
3
+$1.11M
4
AAPL icon
Apple
AAPL
+$1.1M
5
TPR icon
Tapestry
TPR
+$1.09M

Sector Composition

1 Technology 13.18%
2 Healthcare 10.82%
3 Communication Services 8.52%
4 Financials 7.16%
5 Consumer Discretionary 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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