OAM
Occidental Asset Management Portfolio holdings
AUM
$725M
This Quarter Return
-4.54%
1 Year Return
+15.26%
3 Year Return
+66.45%
5 Year Return
+93.33%
10 Year Return
+192.61%
AUM
$334M
AUM Growth
+$334M
(-1.1%)
Cap. Flow
+$15.5M
Cap. Flow
% of AUM
4.66%
Top 10 Holdings %
Top 10 Hldgs %
37.78%
Holding
189
New
10
Increased
107
Reduced
31
Closed
9
Top Buys
| 1 |
iShares MBS ETF
MBB
|
$2.88M |
| 2 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$1.86M |
| 3 |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
$1.14M |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$1.11M |
| 5 |
Tesla
TSLA
|
$1.08M |
Top Sells
| 1 |
Direxion Auspice Broad Commodity Strategy ETF
COM
|
$2.56M |
| 2 |
Newmont
NEM
|
$1.16M |
| 3 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$818K |
| 4 |
Sealed Air
SEE
|
$803K |
| 5 |
Cboe Global Markets
CBOE
|
$731K |
Sector Composition
| 1 | Technology | 12.47% |
| 2 | Financials | 4.89% |
| 3 | Healthcare | 4.87% |
| 4 | Industrials | 3.59% |
| 5 | Consumer Staples | 3.48% |
