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
$130M
AUM Growth
+$4.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$442K
3
+$398K
4
DE icon
Deere & Co
DE
+$286K
5
VZ icon
Verizon
VZ
+$265K

Top Sells

1
+$337K
2
+$309K
3
+$239K
4
BCS icon
Barclays
BCS
+$182K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$88.8K

Sector Composition

1 Healthcare 12.87%
2 Technology 10.51%
3 Industrials 9.97%
4 Consumer Staples 8.7%
5 Energy 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.52M 3.49%
36,445
-158
2
$3.1M 2.4%
47,025
-23
3
$2.99M 2.31%
30,462
-19
4
$2.55M 1.97%
60,943
+1,173
5
$2.36M 1.82%
123,256
+4,396
6
$2.32M 1.79%
83,713
+14,334
7
$2.2M 1.7%
27,296
+211
8
$2.14M 1.65%
29,523
+334
9
$2.12M 1.64%
51,764
-18
10
$2.08M 1.6%
24,880
+159
11
$1.94M 1.5%
18,351
-94
12
$1.92M 1.48%
16,409
+404
13
$1.78M 1.37%
28,138
+1,347
14
$1.77M 1.37%
14,893
+546
15
$1.63M 1.26%
26,471
-195
16
$1.59M 1.23%
52,342
-416
17
$1.57M 1.21%
55,348
-210
18
$1.57M 1.21%
60,852
+707
19
$1.56M 1.21%
8,503
+639
20
$1.56M 1.2%
31,426
-750
21
$1.53M 1.18%
57,691
-103
22
$1.52M 1.17%
26,701
+508
23
$1.49M 1.15%
22,923
-397
24
$1.47M 1.14%
19,324
-228
25
$1.43M 1.1%
24,455
+324
1
2 3 4 5