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
$139M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Sector Composition

1 Communication Services 13.46%
2 Technology 5.13%
3 Consumer Staples 3.4%
4 Healthcare 2.28%
5 Financials 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$345K 0.25%
4,274
+427
77
$343K 0.25%
+4,788
78
$343K 0.25%
11,146
+738
79
$335K 0.24%
5,800
-2,184
80
$328K 0.24%
3,823
-260
81
$318K 0.23%
9,084
-2,973
82
$309K 0.22%
+8,691
83
$304K 0.22%
+6,351
84
$303K 0.22%
4,790
-1,873
85
$285K 0.21%
+5,144
86
$275K 0.2%
+6,563
87
$272K 0.2%
9,015
+27
88
$271K 0.2%
+10,696
89
$270K 0.19%
+21,605
90
$268K 0.19%
2,546
91
$266K 0.19%
20,030
+6,007
92
$264K 0.19%
+6,025
93
$263K 0.19%
+4,352
94
$263K 0.19%
+5,071
95
$262K 0.19%
+5,304
96
$261K 0.19%
+2,257
97
$257K 0.19%
2,796
-174
98
$255K 0.18%
11,350
-250
99
$255K 0.18%
+9,304
100
$253K 0.18%
+8,943