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
$208M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Sector Composition

1 Communication Services 11.32%
2 Technology 7.25%
3 Consumer Staples 3.59%
4 Healthcare 3.12%
5 Financials 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-37,734
152
-22,577
153
-13,482
154
-9,315
155
-10,500