OAM
Occidental Asset Management Portfolio holdings
AUM
$725M
1-Year Return
15.26%
This Quarter Return
+8.88%
1 Year Return
+15.26%
3 Year Return
+66.45%
5 Year Return
+93.33%
10 Year Return
+192.61%
AUM
$401M
AUM Growth
+$34.1M
(+9.3%)
Cap. Flow
+$9.85M
Cap. Flow
% of AUM
2.46%
Top 10 Holdings %
Top 10 Hldgs %
31.98%
Holding
224
New
18
Increased
87
Reduced
63
Closed
19
Top Buys
| 1 |
FlexShares Core Select Bond Fund
BNDC
|
$13.9M |
| 2 |
Fidelity Total Bond ETF
FBND
|
$11.9M |
| 3 |
iShares US Treasury Bond ETF
GOVT
|
$8.06M |
| 4 |
iShares Floating Rate Bond ETF
FLOT
|
$6.59M |
| 5 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$3.7M |
Top Sells
Sector Composition
| 1 | Technology | 15.62% |
| 2 | Financials | 5.28% |
| 3 | Healthcare | 4.77% |
| 4 | Industrials | 3.86% |
| 5 | Consumer Staples | 3.38% |
