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
$535M
AUM Growth
+$52.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$6.22M
2
+$2.93M
3
+$2.76M
4
AAPL icon
Apple
AAPL
+$2.59M
5
AMT icon
American Tower
AMT
+$2.36M

Top Sells

1
+$4.96M
2
+$3.24M
3
+$2.83M
4
MOS icon
The Mosaic Company
MOS
+$2.48M
5
DOW icon
Dow Inc
DOW
+$2.33M

Sector Composition

1 Technology 16.83%
2 Financials 5.4%
3 Healthcare 5.02%
4 Communication Services 4.78%
5 Industrials 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.02M 0.56%
24,745
+3,438
52
$3.01M 0.56%
10,577
+5,692
53
$2.99M 0.56%
23,541
+3,560
54
$2.98M 0.56%
30,858
+18,051
55
$2.98M 0.56%
19,572
+1,922
56
$2.93M 0.55%
16,549
+761
57
$2.88M 0.54%
10,733
+1,691
58
$2.87M 0.54%
19,740
+171
59
$2.87M 0.54%
5,973
+395
60
$2.76M 0.52%
+133,503
61
$2.72M 0.51%
20,471
+1,341
62
$2.69M 0.5%
68,606
+909
63
$2.66M 0.5%
16,780
+3,454
64
$2.63M 0.49%
10,136
+1,661
65
$2.49M 0.46%
65,297
+1,362
66
$2.46M 0.46%
69,117
+1,880
67
$2.44M 0.46%
71,385
+1,875
68
$2.36M 0.44%
+11,928
69
$2.28M 0.43%
23,579
+9,777
70
$2.28M 0.43%
52,514
+19,150
71
$2.13M 0.4%
16,226
72
$2.11M 0.39%
+119,987
73
$2.09M 0.39%
+28,575
74
$2.05M 0.38%
20,929
-179
75
$2.03M 0.38%
23,205
+83
1 2
3
4 5