OAM

Orinda Asset Management Portfolio holdings

AUM $48.7M
1-Year Est. Return 26.86%
This Quarter Est. Return
1 Year Est. Return
-26.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$31.9M
AUM Growth
+$1.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$592K
2
+$479K
3
+$319K
4
CRM icon
Salesforce
CRM
+$296K
5
PSUN
PACIFIC SUNWEAR OF CAL. INC
PSUN
+$270K

Top Sells

1
+$2.01M
2
+$1.41M
3
+$1.19M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$783K
5
DECK icon
Deckers Outdoor
DECK
+$758K

Sector Composition

1 Real Estate 16.46%
2 Consumer Discretionary 11.91%
3 Materials 8.42%
4 Technology 6.58%
5 Energy 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$288K 0.9%
21,367
27
$270K 0.85%
5,958
+2,858
28
$268K 0.84%
+10,292
29
$267K 0.84%
10,778
+220
30
$258K 0.81%
+3,900
31
$236K 0.74%
+983
32
$228K 0.72%
+3,564
33
$228K 0.72%
+20,711
34
$228K 0.72%
+26,161
35
$227K 0.71%
+6,749
36
$223K 0.7%
+20,000
37
$217K 0.68%
8,600
-1,800
38
$216K 0.68%
6,433
+2,870
39
$207K 0.65%
+20,139
40
$206K 0.65%
5,734
+2,382
41
$206K 0.65%
5,241
+97
42
$202K 0.63%
+200
43
$192K 0.6%
4,856
+1,620
44
$187K 0.59%
+3,900
45
$187K 0.59%
3,998
+674
46
$186K 0.58%
44,608
+25,608
47
$185K 0.58%
+164
48
$185K 0.58%
+3,453
49
$182K 0.57%
+8,422
50
$181K 0.57%
+1,696
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