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
$571M
AUM Growth
+$64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$341K

Top Sells

1
+$13.2M
2
+$1.32M
3
+$445K
4
MSFT icon
Microsoft
MSFT
+$343K
5
AMZN icon
Amazon
AMZN
+$328K

Sector Composition

1 Technology 43.29%
2 Consumer Discretionary 21.42%
3 Financials 19.67%
4 Industrials 7.72%
5 Consumer Staples 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$50.6K 0.01%
2,258
27
$41.4K 0.01%
180
28
$39.6K 0.01%
100
29
$28.2K ﹤0.01%
110
30
$21.3K ﹤0.01%
65
31
– –
-92,064
32
– –
-25,115
1
2