OAM
Occidental Asset Management Portfolio holdings
AUM
$832M
1-Year Est. Return
19.72%
This Fund
S&P 500
1 Year Est. Return
+19.72%
AUM
$797M
AUM Growth
+$72.1M
(+10%)
Holding
282
Top Buys
| 1 | +$8.56M | |
| 2 | +$4.84M | |
| 3 | +$3.15M | |
| 4 |
IBM
IBM
|
+$2.97M |
| 5 |
Salesforce
CRM
|
+$2.89M |
Top Sells
| 1 | +$7.9M | |
| 2 | +$5.51M | |
| 3 | +$3.32M | |
| 4 |
Agilent Technologies
A
|
+$3.22M |
| 5 |
Constellation Brands
STZ
|
+$2.6M |
Sector Composition
| 1 | Technology | 23.41% |
| 2 | Financials | 5.41% |
| 3 | Communication Services | 5.36% |
| 4 | Healthcare | 5.21% |
| 5 | Industrials | 4.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
iShares US Treasury Bond ETF
GOVT
$35.9B
| – | – |
-14,019
|
|
||
277
Omnicom Group
OMC
$26.5B
| – | – |
-34,317
|
|
||
278
Invesco S&P 500 Equal Weight ETF
RSP
$90.3B
| – | – |
-1,273
|
|
||
|
279
Constellation Brands
STZ
$27.1B
| – | – |
-15,958
|
|
||
280
T-Mobile US
TMUS
$238B
| – | – |
-918
|
|
||
281
Trade Desk
TTD
$11.8B
| – | – |
-3,362
|
|
||
282
Colgate-Palmolive
CL
$78B
| – | – |
-2,601
|
|