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
$245M
AUM Growth
+$6.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$4.53M
2 +$600K
3 +$588K
4
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$539K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$530K

Top Sells

1 +$19.4M
2 +$459K
3 +$422K
4
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$255K
5
BUD icon
AB InBev
BUD
+$216K

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
0
152
-14,065