OC

Oakmont Corp Portfolio holdings

AUM $578M
1-Year Est. Return 10.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
-$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$83.9M
2 +$2.15M
3 +$69.5K

Top Sells

1 +$51M
2 +$23.5M
3 +$2.63M
4
SHOP icon
Shopify
SHOP
+$759K
5
SNAP icon
Snap
SNAP
+$593K

Sector Composition

1 Consumer Discretionary 60.22%
2 Technology 22.11%
3 Communication Services 10.21%
4 Financials 6.24%
5 Energy 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-8,024
27
-1,298
28
-81,402
29
-266,070