OAG
Oakmont Advisory Group Portfolio holdings
AUM
$98.2M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$98.2M
AUM Growth
+$4.5M
(+4.8%)
Holding
130
Top Buys
| 1 | +$1.97M | |
| 2 | +$1.94M | |
| 3 | +$1.01M | |
| 4 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
+$910K |
| 5 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$879K |
Top Sells
| 1 | +$2.2M | |
| 2 | +$854K | |
| 3 | +$831K | |
| 4 |
FT Vest US Equity Buffer ETF September
FSEP
|
+$823K |
| 5 |
FT Vest US Equity Buffer ETF October
FOCT
|
+$822K |
Sector Composition
| 1 | Healthcare | 4.84% |
| 2 | Technology | 4.13% |
| 3 | Consumer Staples | 3.24% |
| 4 | Consumer Discretionary | 1.9% |
| 5 | Communication Services | 1.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
126
FT Vest US Equity Buffer ETF September
FSEP
$1.28B
| – | – |
-15,952
|
|
||
127
Palo Alto Networks
PANW
$205B
| – | – |
-1,814
|
|
||
128
Pinterest
PINS
$10.6B
| – | – |
-11,666
|
|
||
129
US Bancorp
USB
$84.7B
| – | – |
-6,379
|
|
||
130
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.99B
| – | – |
-17,740
|
|