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
$187M
AUM Growth
+$1.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$665K
2 +$630K
3 +$551K
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$420K
5
NEWR
New Relic, Inc.
NEWR
+$389K

Sector Composition

1 Communication Services 13.73%
2 Technology 6.8%
3 Financials 2.32%
4 Healthcare 2.05%
5 Consumer Staples 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-2,485
152
-950
153
-1,986
154
-3,000