OC

Oarsman Capital Portfolio holdings

AUM $638M
1-Year Est. Return 15.34%
This Quarter Est. Return
1 Year Est. Return
+15.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$228M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Sells

1 +$3.28M
2 +$2.4M
3 +$885K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$821K
5
BG icon
Bunge Global
BG
+$625K

Sector Composition

1 Technology 17.88%
2 Healthcare 8.83%
3 Financials 7.06%
4 Communication Services 6.77%
5 Consumer Discretionary 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-6,086
177
-2,980
178
-8,958
179
-2,569
180
-5,185
181
-4,621
182
-16,967