OC

Oakmont Corp Portfolio holdings

AUM $571M
1-Year Est. Return 18.32%
This Quarter Est. Return
1 Year Est. Return
+18.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.13B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$17.3M
2 +$8.12M
3 +$640K
4
ROKU icon
Roku
ROKU
+$502K
5
AMZN icon
Amazon
AMZN
+$436K

Top Sells

1 +$4.01M
2 +$3.88M
3 +$3.33M
4
LMT icon
Lockheed Martin
LMT
+$1.1M
5
FAF icon
First American
FAF
+$573K

Sector Composition

1 Consumer Discretionary 39.97%
2 Communication Services 23.46%
3 Technology 21.36%
4 Industrials 7.22%
5 Financials 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$293K 0.03%
1,316
27
$245K 0.02%
+1,712
28
$202K 0.02%
+2,300
29
$201K 0.02%
+2,300
30
-3,815