OAM
Occidental Asset Management Portfolio holdings
AUM
$725M
This Quarter Return
+10.03%
1 Year Return
+15.26%
3 Year Return
+66.45%
5 Year Return
+93.33%
10 Year Return
+192.61%
AUM
$302M
AUM Growth
+$302M
(+26%)
Cap. Flow
+$46.3M
Cap. Flow
% of AUM
15.34%
Top 10 Holdings %
Top 10 Hldgs %
40.43%
Holding
170
New
29
Increased
94
Reduced
27
Closed
4
Top Buys
| 1 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$3.95M |
| 2 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$2.1M |
| 3 |
Target
TGT
|
$1.91M |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$1.52M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.51M |
Top Sells
Sector Composition
| 1 | Technology | 11.33% |
| 2 | Healthcare | 4.62% |
| 3 | Communication Services | 3.74% |
| 4 | Consumer Staples | 3.7% |
| 5 | Financials | 3.24% |
