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
$337M
AUM Growth
-$53.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1 +$3.27M
2 +$2.72M
3 +$2.64M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.12M
5
AAPL icon
Apple
AAPL
+$1.99M

Top Sells

1 +$4.55M
2 +$2.27M
3 +$1.79M
4
FDX icon
FedEx
FDX
+$1.78M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.77M

Sector Composition

1 Technology 13.06%
2 Financials 4.96%
3 Healthcare 4.91%
4 Consumer Staples 3.4%
5 Communication Services 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-3,868