ORAM

One River Asset Management Portfolio holdings

AUM $25.6M
1-Year Est. Return 5.69%
This Quarter Est. Return
1 Year Est. Return
+5.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$214M
AUM Growth
+$88.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$9.18M
3
+$6.55M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.88M
5
V icon
Visa
V
+$5.46M

Top Sells

1
+$22.9M
2
+$12.5M
3
+$1.39M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$818K
5
DVN icon
Devon Energy
DVN
+$764K

Sector Composition

1 Financials 23.28%
2 Technology 20.19%
3 Consumer Discretionary 7.86%
4 Communication Services 5.7%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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