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
$624M
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1 +$3.52M

Top Sells

1 +$16.7M
2 +$2.07M
3 +$2.04M
4
ROKU icon
Roku
ROKU
+$1.12M
5
AAPL icon
Apple
AAPL
+$841K

Sector Composition

1 Consumer Discretionary 32.29%
2 Technology 30.57%
3 Industrials 16.39%
4 Financials 11.59%
5 Communication Services 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$70K 0.01%
2,638
27
$63K 0.01%
1,539
28
$60K 0.01%
769
29
$53K 0.01%
240
30
$48K 0.01%
1,455
31
$40K 0.01%
164
32
$37K 0.01%
180
33
$27K ﹤0.01%
110
34
$24K ﹤0.01%
100