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
$639M
AUM Growth
-$84.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1 +$42.5M
2 +$904K
3 +$427K
4
MSFT icon
Microsoft
MSFT
+$387K
5
AAPL icon
Apple
AAPL
+$384K

Top Sells

1 +$50.6M
2 +$18.5M
3 +$9.62M
4
CZR icon
Caesars Entertainment
CZR
+$7.87M
5
HLTH
Cue Health Inc. Common Stock
HLTH
+$586K

Sector Composition

1 Consumer Discretionary 38.84%
2 Technology 30.06%
3 Industrials 10.24%
4 Financials 9.29%
5 Communication Services 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$55K 0.01%
1,539
27
$49K 0.01%
769
28
$44K 0.01%
1,455
29
$44K 0.01%
240
30
$35K 0.01%
180
31
$33K 0.01%
164
32
$23K ﹤0.01%
110
33
$20K ﹤0.01%
100
34
-764,238
35
-270,825