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
$520M
AUM Growth
+$65.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$37.5M
2
+$20.4M
3
+$18.5M
4
SPGI icon
S&P Global
SPGI
+$15.6M
5
MSFT icon
Microsoft
MSFT
+$7.06M

Top Sells

1
+$26.9M
2
+$12.1M
3
+$5.77M
4
AMZN icon
Amazon
AMZN
+$5.06M
5
AVGO icon
Broadcom
AVGO
+$1.63M

Sector Composition

1 Technology 54.6%
2 Consumer Discretionary 21.33%
3 Financials 18.23%
4 Industrials 4.14%
5 Communication Services 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$63.2K 0.01%
198
27
$60.8K 0.01%
1,455
28
$52.4K 0.01%
2,258
29
$41.9K 0.01%
180
30
$36.7K 0.01%
100
31
$27.5K 0.01%
110
32
$21.4K ﹤0.01%
65
33
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-9,595,348
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