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
$367M
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$3.06M
2
+$2.93M
3
+$2.32M
4
AAPL icon
Apple
AAPL
+$1.43M
5
DOW icon
Dow Inc
DOW
+$1.23M

Top Sells

1
+$7.53M
2
+$1.92M
3
+$1.87M
4
MMM icon
3M
MMM
+$1.23M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.14M

Sector Composition

1 Technology 12.55%
2 Healthcare 5.58%
3 Financials 5.43%
4 Industrials 3.88%
5 Consumer Staples 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.37M 0.37%
21,175
+1,025
77
$1.35M 0.37%
9,656
+1,064
78
$1.34M 0.37%
4,354
-55
79
$1.32M 0.36%
11,930
+34
80
$1.32M 0.36%
29,889
+1,678
81
$1.31M 0.36%
5,930
+590
82
$1.3M 0.35%
19,902
+1,020
83
$1.29M 0.35%
12,262
+3,345
84
$1.28M 0.35%
19,415
+3,310
85
$1.25M 0.34%
10,253
+1,056
86
$1.24M 0.34%
12,520
-11,581
87
$1.2M 0.33%
14,315
+2,362
88
$1.17M 0.32%
14,507
89
$1.17M 0.32%
17,280
90
$1.13M 0.31%
9,395
91
$1.13M 0.31%
+96,878
92
$1.12M 0.31%
+23,667
93
$1.12M 0.3%
+32,259
94
$1.11M 0.3%
7,985
+1,737
95
$1.1M 0.3%
+32,273
96
$1.08M 0.29%
+7,971
97
$1.08M 0.29%
13,318
+1,490
98
$1.05M 0.29%
22,102
+668
99
$1.05M 0.29%
21,045
100
$1.03M 0.28%
3,886
-2,250
2 3
4
5 6