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
$1.33B
AUM Growth
+$193M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$91.7M
2
+$33.2M
3
+$1.15M

Top Sells

1
+$92M
2
+$25.6M

Sector Composition

1 Consumer Discretionary 50.43%
2 Communication Services 21.4%
3 Technology 16.24%
4 Financials 10.13%
5 Energy 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$358K 0.03%
1,298
27
$288K 0.02%
2,300
28
$281K 0.02%
2,300
29
$247K 0.02%
1,712
30
– –
-204,179
1
2