OAM

Occidental Asset Management Portfolio holdings

AUM $832M
1-Year Est. Return 19.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$641M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1 +$7.3M
2 +$3.07M
3 +$2.12M
4
MSFT icon
Microsoft
MSFT
+$1.62M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.61M

Top Sells

1 +$3.34M
2 +$3.25M
3 +$2.88M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$2.3M
5
EBAY icon
eBay
EBAY
+$1.89M

Sector Composition

1 Technology 20.06%
2 Communication Services 5.46%
3 Healthcare 5.06%
4 Financials 4.76%
5 Industrials 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-695
227
-22,426