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
$783M
AUM Growth
+$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$10.8M
2
+$592K
3
+$54.5K
4
DE icon
Deere & Co
DE
+$20.3K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$19.5K

Sector Composition

1 Technology 34.96%
2 Consumer Discretionary 34.72%
3 Industrials 14.52%
4 Financials 10.46%
5 Communication Services 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$78.2K 0.01%
193
-50
27
$71.9K 0.01%
1,446
-93
28
$64.3K 0.01%
722
-47
29
$48.2K 0.01%
217
-54
30
$46.2K 0.01%
240
31
$41.7K 0.01%
1,455
32
$36.8K ﹤0.01%
180
33
$32.1K ﹤0.01%
131
-33
34
$30.5K ﹤0.01%
100
35
$24.9K ﹤0.01%
110
1
2