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
$237M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$1.79M
3
+$1.35M
4
DBD
Diebold Nixdorf Incorporated
DBD
+$1.27M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$767K

Top Sells

1
+$1.31M
2
+$1.11M
3
+$760K
4
C icon
Citigroup
C
+$756K
5
DD
Du Pont De Nemours E I
DD
+$466K

Sector Composition

1 Financials 10.56%
2 Consumer Discretionary 10.49%
3 Healthcare 10.29%
4 Industrials 10.23%
5 Technology 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.29M 2.66%
501,612
-4,115
2
$6.01M 2.54%
238,955
-600
3
$5.81M 2.46%
243,063
+2,400
4
$5.1M 2.15%
117,393
+17,669
5
$5.03M 2.13%
69,118
-10,396
6
$4.99M 2.11%
43,048
+1,584
7
$4.79M 2.03%
248,898
-23,182
8
$4.72M 2%
103,406
+661
9
$4.54M 1.92%
54,106
-775
10
$4.34M 1.83%
87,683
+1,210
11
$4.27M 1.81%
124,714
+3,365
12
$3.97M 1.68%
44,718
+1,492
13
$3.97M 1.68%
118,145
+1,389
14
$3.92M 1.66%
37,427
-309
15
$3.88M 1.64%
198,535
+68,845
16
$3.77M 1.59%
28,973
+288
17
$3.48M 1.47%
36,420
+752
18
$3.4M 1.44%
45,702
-68
19
$3.39M 1.43%
41,709
+2,316
20
$3.37M 1.42%
87,356
-1,768
21
$3.29M 1.39%
68,560
+620
22
$3.26M 1.38%
23,343
+18,366
23
$3.18M 1.34%
78,896
+950
24
$3.05M 1.29%
39,443
+1,015
25
$2.88M 1.22%
26,301
+710
1
2 3 4 5