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
51
$180K 0.56%
+4,679
52
$178K 0.56%
6,200
53
$176K 0.55%
2,554
-274
54
$175K 0.55%
+25,374
55
$174K 0.55%
8,948
-1,187
56
$174K 0.55%
+6,700
57
$173K 0.54%
6,168
+3,412
58
$173K 0.54%
3,563
+1,139
59
$171K 0.54%
+3,200
60
$171K 0.54%
+50,000
61
$170K 0.53%
3,875
-1,104
62
$169K 0.53%
28,329
+13,437
63
$164K 0.51%
+13,842
64
$162K 0.51%
3,200
65
$162K 0.51%
3,679
+972
66
$161K 0.51%
6,525
-2,650
67
$158K 0.5%
6,996
68
$158K 0.5%
+2,402
69
$156K 0.49%
+10,000
70
$155K 0.49%
1,762
-471
71
$155K 0.49%
+3,813
72
$154K 0.48%
4,485
73
$151K 0.47%
+800
74
$150K 0.47%
8,878
75
$150K 0.47%
6,866
1 2
3
4 5