OAM
Occidental Asset Management Portfolio holdings
AUM
$725M
This Quarter Return
+3.46%
1 Year Return
+15.26%
3 Year Return
+66.45%
5 Year Return
+93.33%
10 Year Return
+192.61%
AUM
$82.9M
AUM Growth
+$82.9M
(+6.1%)
Cap. Flow
+$5.43M
Cap. Flow
% of AUM
6.55%
Top 10 Holdings %
Top 10 Hldgs %
51.85%
Holding
76
New
10
Increased
17
Reduced
17
Closed
–
Top Buys
Top Sells
Sector Composition
| 1 | Communication Services | 19.08% |
| 2 | Technology | 5.02% |
| 3 | Consumer Staples | 3.57% |
| 4 | Healthcare | 2.6% |
| 5 | Financials | 2.15% |