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
$367M
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1 +$3.06M
2 +$2.93M
3 +$2.32M
4
AAPL icon
Apple
AAPL
+$1.43M
5
DOW icon
Dow Inc
DOW
+$1.23M

Top Sells

1 +$7.53M
2 +$1.92M
3 +$1.87M
4
MMM icon
3M
MMM
+$1.23M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.14M

Sector Composition

1 Technology 12.55%
2 Healthcare 5.58%
3 Financials 5.43%
4 Industrials 3.88%
5 Consumer Staples 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$352K 0.1%
+1,470
152
$348K 0.09%
4,622
-103
153
$342K 0.09%
+2,258
154
$333K 0.09%
29,672
155
$330K 0.09%
+13,527
156
$330K 0.09%
+14,542
157
$319K 0.09%
7,589
-499
158
$315K 0.09%
7,317
+850
159
$307K 0.08%
3,031
-216
160
$300K 0.08%
3,803
161
$291K 0.08%
3,897
-157
162
$288K 0.08%
1,094
163
$282K 0.08%
+12,277
164
$281K 0.08%
1,553
165
$279K 0.08%
5,559
-11,550
166
$278K 0.08%
7,322
-1,030
167
$278K 0.08%
2,611
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168
$273K 0.07%
2,674
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169
$268K 0.07%
1,362
170
$257K 0.07%
3,975
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171
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+5,150
172
$247K 0.07%
2,900
173
$245K 0.07%
+3,445
174
$242K 0.07%
+1,273
175
$238K 0.07%
5,725