OAGL
Oakmont Advisory Group, LLC Portfolio holdings
AUM
$98.2M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$93.7M
AUM Growth
–
Holding
116
Top Buys
| 1 | +$11.8M | |
| 2 | +$3.61M | |
| 3 | +$3.57M | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$3.25M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$3.24M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 4.36% |
| 2 | Healthcare | 4.12% |
| 3 | Consumer Staples | 3.35% |
| 4 | Communication Services | 2.73% |
| 5 | Consumer Discretionary | 2.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Kraft Heinz
KHC
$27.2B
| $309K | 0.33% |
+12,739
|
|
||
102
PepsiCo
PEP
$204B
| $309K | 0.33% |
+2,150
|
|
||
103
EOG Resources
EOG
$74.7B
| $306K | 0.33% |
+2,918
|
|
||
104
Chewy
CHWY
$8.87B
| $305K | 0.33% |
+9,236
|
|
||
105
Pinterest
PINS
$10.9B
| $302K | 0.32% |
+11,666
|
|
||
106
Kimberly-Clark
KMB
$31.8B
| $301K | 0.32% |
+2,984
|
|
||
107
Conagra Brands
CAG
$6.43B
| $299K | 0.32% |
+17,253
|
|
||
108
Tenet Healthcare
THC
$16.9B
| $298K | 0.32% |
+1,500
|
|
||
109
iShares Emerging Markets Dividend ETF
DVYE
$1.27B
| $297K | 0.32% |
+9,524
|
|
||
110
Pultegroup
PHM
$21B
| $295K | 0.32% |
+2,519
|
|
||
111
Vanguard International High Dividend Yield ETF
VYMI
$19B
| $275K | 0.29% |
+3,056
|
|
||
112
Cheniere Energy
LNG
$50.7B
| $268K | 0.29% |
+1,377
|
|
||
113
Hims & Hers Health
HIMS
$5.8B
| $259K | 0.28% |
+7,984
|
|
||
114
Apple
AAPL
$4.41T
| $234K | 0.25% |
+862
|
|
||
115
iShares Core S&P Small-Cap ETF
IJR
$100B
| $223K | 0.24% |
+1,855
|
|
||
116
Invesco KBW High Dividend Yield Financial ETF
KBWD
$422M
| $191K | 0.2% |
+13,990
|
|