OAM
Occidental Asset Management Portfolio holdings
AUM
$725M
1-Year Return
15.26%
This Quarter Return
+6.85%
1 Year Return
+15.26%
3 Year Return
+66.45%
5 Year Return
+93.33%
10 Year Return
+192.61%
AUM
$442M
AUM Growth
+$40.7M
(+10%)
Cap. Flow
+$19.4M
Cap. Flow
% of AUM
4.4%
Top 10 Holdings %
Top 10 Hldgs %
33.93%
Holding
237
New
32
Increased
83
Reduced
62
Closed
22
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
$3.13M |
| 2 |
iShares S&P 500 Value ETF
IVE
|
$2.93M |
| 3 |
iShares Floating Rate Bond ETF
FLOT
|
$2.85M |
| 4 |
FlexShares Core Select Bond Fund
BNDC
|
$2.69M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$2.55M |
Top Sells
Sector Composition
| 1 | Technology | 16.83% |
| 2 | Financials | 5.3% |
| 3 | Industrials | 4.62% |
| 4 | Healthcare | 4.01% |
| 5 | Consumer Discretionary | 3.31% |
