OAM

Occidental Asset Management Portfolio holdings

AUM $797M
1-Year Est. Return 17.39%
This Quarter Est. Return
1 Year Est. Return
+17.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245M
AUM Growth
+$6.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Sector Composition

1 Technology 9.82%
2 Healthcare 4.55%
3 Communication Services 4.36%
4 Consumer Staples 4.21%
5 Financials 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-14,065
152
-2,272