OAM
Occidental Asset Management Portfolio holdings
AUM
$725M
This Quarter Return
-0.61%
1 Year Return
+15.26%
3 Year Return
+66.45%
5 Year Return
+93.33%
10 Year Return
+192.61%
AUM
$386M
AUM Growth
+$386M
(+2.5%)
Cap. Flow
+$17.7M
Cap. Flow
% of AUM
4.58%
Top 10 Holdings %
Top 10 Hldgs %
34.81%
Holding
213
New
11
Increased
118
Reduced
28
Closed
7
Top Buys
Top Sells
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$2.14M |
| 2 |
WORK
Slack Technologies, Inc.
WORK
|
$472K |
| 3 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
$360K |
| 4 |
PFPT
Proofpoint, Inc.
PFPT
|
$323K |
| 5 |
Glaukos
GKOS
|
$276K |
Sector Composition
| 1 | Technology | 11.47% |
| 2 | Financials | 4.49% |
| 3 | Healthcare | 4.13% |
| 4 | Communication Services | 3.96% |
| 5 | Consumer Discretionary | 3.65% |
