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
$136M
AUM Growth
-$2.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$772K
2
+$389K
3
+$169K
4
VZ icon
Verizon
VZ
+$149K
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$119K

Top Sells

1
+$223K
2
+$213K
3
+$210K
4
HSY icon
Hershey
HSY
+$202K
5
INTC icon
Intel
INTC
+$194K

Sector Composition

1 Healthcare 13.27%
2 Technology 11.66%
3 Industrials 9.22%
4 Consumer Staples 7.58%
5 Energy 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.49M 3.31%
36,563
-295
2
$3.21M 2.37%
30,138
-117
3
$2.85M 2.1%
113,136
-3,548
4
$2.64M 1.95%
57,762
-1,955
5
$2.62M 1.93%
44,153
-2,434
6
$2.41M 1.78%
82,907
-2,988
7
$2.38M 1.75%
30,587
+197
8
$2.36M 1.74%
50,824
-475
9
$2.34M 1.72%
27,930
-184
10
$2.26M 1.67%
24,303
-856
11
$2.15M 1.59%
66,572
-440
12
$2.08M 1.53%
19,502
+297
13
$1.99M 1.47%
57,125
-5,584
14
$1.93M 1.43%
29,119
+487
15
$1.89M 1.39%
18,286
-22
16
$1.84M 1.35%
15,538
-1,110
17
$1.78M 1.31%
14,897
-3
18
$1.74M 1.28%
9,579
+611
19
$1.63M 1.2%
19,363
+62
20
$1.61M 1.18%
25,943
-893
21
$1.57M 1.16%
56,688
-1,660
22
$1.56M 1.15%
25,618
-1,043
23
$1.54M 1.14%
24,805
+430
24
$1.53M 1.13%
54,492
-1,307
25
$1.51M 1.11%
23,094
+71
1
2 3 4 5