OC

Oakmont Corp Portfolio holdings

AUM $578M
1-Year Est. Return 10.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$409M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.4M
3
+$2.26M
4
CMG icon
Chipotle Mexican Grill
CMG
+$1.28M
5
AVGO icon
Broadcom
AVGO
+$1.2M

Top Sells

1
+$4.95M
2
+$3.26M
3
+$2.84M
4
MA icon
Mastercard
MA
+$2.72M
5
AAPL icon
Apple
AAPL
+$918K

Sector Composition

1 Technology 47.56%
2 Consumer Discretionary 21.96%
3 Financials 17.99%
4 Industrials 8.11%
5 Communication Services 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$62.2K 0.02%
240
27
$56.3K 0.01%
198
28
$55.2K 0.01%
1,455
29
$44.3K 0.01%
180
30
$35.8K 0.01%
100
31
$28K 0.01%
110
32
$19.2K ﹤0.01%
65
33
– –
-60,480
1
2