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
$82.9M
AUM Growth
+$4.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Sells

1 +$273K
2 +$238K
3 +$188K
4
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$140K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$139K

Sector Composition

1 Communication Services 19.08%
2 Technology 5.02%
3 Consumer Staples 3.57%
4 Healthcare 2.6%
5 Financials 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$8K 0.01%
+10,000