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
$226M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1 +$4M
2 +$1.72M
3 +$1.7M
4
TGT icon
Target
TGT
+$1.33M
5
COR icon
Cencora
COR
+$1.08M

Sector Composition

1 Technology 10.96%
2 Healthcare 5.79%
3 Consumer Staples 4.62%
4 Communication Services 3.88%
5 Financials 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-12,000
152
-7,587
153
-7,467
154
-10,527
155
-10,435
156
-51
157
-20,000