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
$145M
AUM Growth
+$6.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$543K
2
+$227K
3
+$225K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$221K
5
NEM icon
Newmont
NEM
+$212K

Top Sells

1
+$220K
2
+$51.4K
3
+$41.1K
4
AMGN icon
Amgen
AMGN
+$31.2K
5
JPM icon
JPMorgan Chase
JPM
+$28.5K

Sector Composition

1 Healthcare 14.4%
2 Technology 11.15%
3 Industrials 8.83%
4 Consumer Staples 7.36%
5 Consumer Discretionary 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.17M 2.88%
35,079
-219
2
$3.86M 2.66%
45,563
+140
3
$3.46M 2.39%
111,344
-724
4
$3.11M 2.15%
30,888
+1,193
5
$2.67M 1.84%
31,985
+1,985
6
$2.62M 1.81%
54,672
-246
7
$2.6M 1.79%
65,382
-540
8
$2.42M 1.67%
25,364
+1,288
9
$2.35M 1.62%
28,633
+956
10
$2.35M 1.62%
85,394
+1,464
11
$2.17M 1.5%
31,732
+2,618
12
$2.07M 1.43%
21,098
+395
13
$2.05M 1.42%
50,499
-605
14
$2M 1.38%
25,655
-105
15
$1.98M 1.37%
25,348
+10
16
$1.98M 1.36%
16,233
+546
17
$1.88M 1.3%
60,150
+3,952
18
$1.87M 1.29%
17,435
+134
19
$1.78M 1.23%
56,428
+380
20
$1.75M 1.21%
53,062
+142
21
$1.74M 1.2%
24,545
-175
22
$1.69M 1.16%
19,072
-56
23
$1.66M 1.15%
15,850
+317
24
$1.66M 1.15%
37,410
+1,288
25
$1.65M 1.14%
41,321
+13,623
1
2 3 4 5