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
$240M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$4.16M
2 +$1.71M
3 +$1.33M
4
CE icon
Celanese
CE
+$1.17M
5
FDX icon
FedEx
FDX
+$915K

Top Sells

1 +$3.29M
2 +$1.33M
3 +$1.13M
4
COR icon
Cencora
COR
+$1.08M
5
WBA
Walgreens Boots Alliance
WBA
+$974K

Sector Composition

1 Technology 11.73%
2 Healthcare 4.57%
3 Communication Services 4.22%
4 Consumer Staples 3.56%
5 Financials 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-11,064
152
-22,978