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
201
$45.2K 0.01%
3,776
+545
202
$37.6K 0.01%
2,811
-21
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204
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206
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-15,517
207
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209
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210
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-7,278
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-2,674
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216
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-2,700
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