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
$350M
AUM Growth
-$433M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$71.4M
2 +$69.2M
3 +$63.8M
4
F icon
Ford
F
+$54M
5
AAPL icon
Apple
AAPL
+$29.1M

Sector Composition

1 Technology 40.09%
2 Consumer Discretionary 27.87%
3 Financials 15.57%
4 Industrials 9.55%
5 Communication Services 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$79.8K 0.02%
1,446
27
$72.8K 0.02%
193
28
$58.3K 0.02%
217
29
$58K 0.02%
722
30
$50K 0.01%
240
31
$39.8K 0.01%
1,455
32
$36.7K 0.01%
180
33
$29.9K 0.01%
131
34
$27.3K 0.01%
100
35
$21.7K 0.01%
110