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
$337M
AUM Growth
-$53.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1 +$3.27M
2 +$2.72M
3 +$2.64M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.12M
5
AAPL icon
Apple
AAPL
+$1.99M

Top Sells

1 +$4.55M
2 +$2.27M
3 +$1.79M
4
FDX icon
FedEx
FDX
+$1.78M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.77M

Sector Composition

1 Technology 13.06%
2 Financials 4.96%
3 Healthcare 4.91%
4 Consumer Staples 3.4%
5 Communication Services 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$283K 0.08%
3,925
-16,946
152
$274K 0.08%
2,327
-28
153
$270K 0.08%
1,094
-21
154
$262K 0.08%
3,105
-396
155
$259K 0.08%
1,553
156
$250K 0.07%
+29,672
157
$249K 0.07%
2,900
-250
158
$247K 0.07%
4,946
-1,723
159
$244K 0.07%
1,362
160
$243K 0.07%
+2,593
161
$240K 0.07%
4,996
162
$239K 0.07%
2,825
-75
163
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+5,725
164
$232K 0.07%
1,043
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165
$228K 0.07%
2,415
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166
$228K 0.07%
3,257
-2,158
167
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12,498
-5,261
168
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1,644
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169
$224K 0.07%
5,727
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170
$212K 0.06%
1,610
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171
$200K 0.06%
10,000
172
$200K 0.06%
532
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173
$167K 0.05%
13,474
174
$123K 0.04%
+10,257
175
$123K 0.04%
13,750
-11,000