OAM

Occidental Asset Management Portfolio holdings

AUM $725M
1-Year Est. Return 15.26%
This Quarter Est. Return
1 Year Est. Return
+15.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$367M
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1 +$3.06M
2 +$2.93M
3 +$2.32M
4
AAPL icon
Apple
AAPL
+$1.43M
5
DOW icon
Dow Inc
DOW
+$1.23M

Top Sells

1 +$7.53M
2 +$1.92M
3 +$1.87M
4
MMM icon
3M
MMM
+$1.23M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.14M

Sector Composition

1 Technology 12.55%
2 Healthcare 5.58%
3 Financials 5.43%
4 Industrials 3.88%
5 Consumer Staples 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.93M 0.8%
98,748
+5,721
27
$2.86M 0.78%
30,879
-576
28
$2.85M 0.78%
14,065
-321
29
$2.84M 0.77%
17,121
-564
30
$2.82M 0.77%
20,783
+257
31
$2.79M 0.76%
17,805
+442
32
$2.64M 0.72%
31,041
+560
33
$2.63M 0.72%
98,462
+510
34
$2.54M 0.69%
16,942
+307
35
$2.5M 0.68%
10,302
+225
36
$2.48M 0.68%
6,474
-89
37
$2.44M 0.67%
51,636
+168
38
$2.43M 0.66%
14,671
+132
39
$2.37M 0.65%
10,101
-102
40
$2.33M 0.63%
11,195
+465
41
$2.32M 0.63%
24,182
+483
42
$2.29M 0.62%
52,200
-717
43
$2.28M 0.62%
18,250
-152
44
$2.27M 0.62%
71,073
+256
45
$2.24M 0.61%
67,920
-5,495
46
$2.2M 0.6%
20,036
+3,003
47
$2.17M 0.59%
35,462
+903
48
$2.15M 0.59%
16,052
+1,390
49
$2.13M 0.58%
79,448
+6,300
50
$2.12M 0.58%
9,139
+320