OAM
Orinda Asset Management Portfolio holdings
AUM
$48.7M
This Quarter Return
+28.46%
1 Year Return
-26.86%
3 Year Return
-28.36%
5 Year Return
-21.65%
10 Year Return
–
AUM
$52.6M
AUM Growth
+$52.6M
(+84%)
Cap. Flow
+$16.4M
Cap. Flow
% of AUM
31.24%
Top 10 Holdings %
Top 10 Hldgs %
54.28%
Holding
46
New
18
Increased
9
Reduced
9
Closed
8
Top Buys
| 1 |
Annaly Capital Management
NLY
|
$2.47M |
| 2 |
AGNC Investment
AGNC
|
$1.94M |
| 3 |
QTS
QTS REALTY TRUST, INC.
QTS
|
$1.73M |
| 4 |
W.P. Carey
WPC
|
$1.69M |
| 5 |
Essex Property Trust
ESS
|
$1.6M |
Top Sells
| 1 |
VER
VEREIT, Inc.
VER
|
$2.49M |
| 2 |
Ventas
VTR
|
$1.1M |
| 3 |
CubeSmart
CUBE
|
$938K |
| 4 |
Sabra Healthcare REIT
SBRA
|
$843K |
| 5 |
CIM
Chimera Investment
CIM
|
$764K |
Sector Composition
| 1 | Real Estate | 75.85% |
| 2 | Financials | 1.14% |
| 3 | Consumer Discretionary | 0% |
