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
$747M
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M

Top Sells

1
+$537K

Sector Composition

1 Consumer Discretionary 34.16%
2 Technology 31.52%
3 Industrials 15.25%
4 Financials 10.12%
5 Communication Services 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$86.2K 0.01%
2,638
27
$70.4K 0.01%
1,539
28
$65.5K 0.01%
271
29
$64.9K 0.01%
769
30
$46.6K 0.01%
240
31
$41.6K 0.01%
1,455
32
$39.2K 0.01%
164
33
$36.2K ﹤0.01%
180
34
$28.5K ﹤0.01%
100
35
$23.3K ﹤0.01%
110
1
2