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
$199M
AUM Growth
-$46.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$3.62M
3
+$3.56M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$2.57M
5
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$1.77M

Top Sells

1
+$10.6M
2
+$9.68M
3
+$4.98M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$4.56M
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$4.28M

Sector Composition

1 Technology 10.13%
2 Healthcare 5.2%
3 Communication Services 4.23%
4 Consumer Staples 3.72%
5 Financials 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
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