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
$535M
AUM Growth
+$52.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$6.22M
2
+$2.93M
3
+$2.76M
4
AAPL icon
Apple
AAPL
+$2.59M
5
AMT icon
American Tower
AMT
+$2.36M

Top Sells

1
+$4.96M
2
+$3.24M
3
+$2.83M
4
MOS icon
The Mosaic Company
MOS
+$2.48M
5
DOW icon
Dow Inc
DOW
+$2.33M

Sector Composition

1 Technology 16.83%
2 Financials 5.4%
3 Healthcare 5.02%
4 Communication Services 4.78%
5 Industrials 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$330K 0.06%
921
+63
152
$327K 0.06%
7,406
-133
153
$321K 0.06%
1,140
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154
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5,470
-2,572
155
$315K 0.06%
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156
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5,400
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157
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158
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159
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161
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162
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163
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165
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166
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167
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168
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169
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170
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171
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172
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173
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174
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175
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