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
$507M
AUM Growth
-$65.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$1.51M
3
+$819K

Top Sells

1
+$14.7M
2
+$12.7M
3
+$675K
4
AMZN icon
Amazon
AMZN
+$530K
5
MA icon
Mastercard
MA
+$393K

Sector Composition

1 Technology 43.11%
2 Financials 21.58%
3 Consumer Discretionary 21.1%
4 Industrials 5.68%
5 Consumer Staples 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$60.7K 0.01%
1,455
27
$51.3K 0.01%
2,258
28
$42.5K 0.01%
180
29
$37.2K 0.01%
100
30
$26.1K 0.01%
110
31
$20.4K ﹤0.01%
65
1
2