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
$377M
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$9.69M
3
+$8.92M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.19M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$6.57M

Top Sells

1
+$680K
2
+$430K
3
+$390K
4
MTG icon
MGIC Investment
MTG
+$301K
5
HBAN icon
Huntington Bancshares
HBAN
+$269K

Sector Composition

1 Technology 16.09%
2 Healthcare 6.32%
3 Financials 5.45%
4 Communication Services 4.72%
5 Consumer Discretionary 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$240K 0.06%
4,778
-180
202
$240K 0.06%
1,077
203
$239K 0.06%
+530
204
$239K 0.06%
+4,720
205
$236K 0.06%
6,580
-1,141
206
$235K 0.06%
+2,154
207
$235K 0.06%
+856
208
$232K 0.06%
+1,629
209
$232K 0.06%
+2,799
210
$232K 0.06%
2,133
-20
211
$231K 0.06%
+3,838
212
$228K 0.06%
1,039
+105
213
$227K 0.06%
12,641
-554
214
$223K 0.06%
+1,572
215
$221K 0.06%
5,054
-1,122
216
$220K 0.06%
+1,176
217
$219K 0.06%
5,607
-156
218
$217K 0.06%
+5,257
219
$216K 0.06%
+3,203
220
$212K 0.06%
+1,031
221
$212K 0.06%
+3,510
222
$211K 0.06%
+868
223
$211K 0.06%
+1,068
224
$210K 0.06%
+1,392
225
$208K 0.06%
+359
6 7 8
9
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