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
$61.4M
AUM Growth
+$3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Sells

1 +$1.82M
2 +$581K
3 +$209K
4
PM icon
Philip Morris
PM
+$91.7K
5
PFE icon
Pfizer
PFE
+$87.6K

Sector Composition

1 Communication Services 40.14%
2 Healthcare 5.61%
3 Technology 4.41%
4 Consumer Staples 4.25%
5 Financials 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$213K 0.35%
4,010
52
$203K 0.33%
4,760
53
$181K 0.29%
12,449
54
$173K 0.28%
10,688
55
-3,612