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
$56M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$19.3M
2 +$2.46M
3 +$2.45M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.56M
5
DVY icon
iShares Select Dividend ETF
DVY
+$1.56M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 36.46%
2 Healthcare 6.48%
3 Consumer Staples 5.51%
4 Technology 4.1%
5 Financials 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$219K 0.39%
+3,612
52
$210K 0.37%
+4,010
53
$178K 0.32%
+10,688
54
$135K 0.24%
+12,449