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
$222M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Sector Composition

1 Communication Services 12.33%
2 Technology 6.94%
3 Consumer Staples 4.13%
4 Healthcare 3.47%
5 Financials 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-4,012
152
-4