OC

Oakmont Corp Portfolio holdings

AUM $559M
1-Year Est. Return 14.1%
This Quarter Est. Return
1 Year Est. Return
+14.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.14B
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$90.9M
2
+$47.6M
3
+$32.7M
4
LBRT icon
Liberty Energy
LBRT
+$2.97M

Top Sells

1
+$81.3M
2
+$52.8M
3
+$34.3M
4
LEN icon
Lennar Class A
LEN
+$13.2M
5
AAPL icon
Apple
AAPL
+$12.7M

Sector Composition

1 Consumer Discretionary 49.88%
2 Communication Services 20.99%
3 Technology 16.64%
4 Financials 10.82%
5 Energy 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$266K 0.02%
1,316
27
$238K 0.02%
2,300
28
$237K 0.02%
2,300
29
$227K 0.02%
1,712
30
– –
-154,196
31
– –
-229,120
32
– –
-193,213
1
2