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
176
$235K 0.04%
2,898
+73
177
$229K 0.04%
+1,138
178
$229K 0.04%
2,124
-320
179
$227K 0.04%
2,979
+110
180
$226K 0.04%
+1,537
181
$221K 0.04%
4,500
-6,060
182
$214K 0.04%
2,333
-128
183
$208K 0.04%
+802
184
$207K 0.04%
4,966
-889
185
$207K 0.04%
820
-256
186
$206K 0.04%
24,882
+2,174
187
$206K 0.04%
+247
188
$205K 0.04%
+2,689
189
$204K 0.04%
+1,251
190
$203K 0.04%
+6,218
191
$202K 0.04%
+25
192
$202K 0.04%
+1,184
193
$196K 0.04%
15,300
+1,110
194
$177K 0.03%
11,623
195
$175K 0.03%
15,827
+3,146
196
$129K 0.02%
+11,231
197
$102K 0.02%
10,576
+79
198
$93.1K 0.02%
16,719
+1,069
199
$91.1K 0.02%
16,935
+1,750
200
$90.2K 0.02%
12,541
+1,813
6 7
8
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