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
$220M
AUM Growth
+$402K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$904K
3
+$650K
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$470K
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$442K

Top Sells

1
+$2.16M
2
+$792K
3
+$394K
4
CSCO icon
Cisco
CSCO
+$373K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$352K

Sector Composition

1 Technology 11.97%
2 Financials 10.3%
3 Healthcare 10.08%
4 Industrials 9.07%
5 Consumer Discretionary 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.1M 2.32%
475,720
+8,045
2
$4.9M 2.23%
139,599
+13,392
3
$4.82M 2.19%
72,087
+1,873
4
$4.52M 2.05%
89,891
+751
5
$4.36M 1.98%
173,716
-4,170
6
$4.34M 1.97%
82,285
+6,510
7
$4.24M 1.92%
251,935
+5,890
8
$4.14M 1.88%
44,706
+1,555
9
$4.09M 1.86%
41,520
-575
10
$4.04M 1.83%
221,112
+7,795
11
$4.03M 1.83%
87,088
+3,112
12
$3.91M 1.78%
90,957
-8,667
13
$3.81M 1.73%
68,260
-100
14
$3.71M 1.68%
50,822
-29,629
15
$3.58M 1.63%
29,487
+423
16
$3.56M 1.62%
124,113
+1,465
17
$3.51M 1.6%
33,726
-3,785
18
$3.31M 1.5%
66,577
+609
19
$3.18M 1.44%
49,385
+10,096
20
$3.14M 1.43%
38,408
-569
21
$2.96M 1.34%
39,927
-345
22
$2.88M 1.31%
103,180
+6,055
23
$2.86M 1.3%
96,595
+14,923
24
$2.84M 1.29%
136,541
+60,123
25
$2.83M 1.28%
169,024
+525
1
2 3 4 5