OAM
Orinda Asset Management Portfolio holdings
AUM
$48.7M
This Quarter Return
+4%
1 Year Return
-26.86%
3 Year Return
-28.36%
5 Year Return
-21.65%
10 Year Return
–
AUM
$90.3M
AUM Growth
+$90.3M
(+54%)
Cap. Flow
+$31.5M
Cap. Flow
% of AUM
34.9%
Top 10 Holdings %
Top 10 Hldgs %
40.91%
Holding
96
New
31
Increased
2
Reduced
–
Closed
–
Top Buys
| 1 |
JAH
JARDEN CORPORATION
JAH
|
$2.77M |
| 2 |
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
|
$2.41M |
| 3 |
HPY
HEARTLAND PAYMENT SYSTEMS, INC. COM STK
HPY
|
$2.27M |
| 4 |
Humana
HUM
|
$2.19M |
| 5 |
TFM
THE FRESH MARKET, INC COM STK
TFM
|
$2.09M |
Top Sells
| 1 |
WHLR
Wheeler Real Estate Investment Trust
WHLR
|
$2.9M |
Sector Composition
| 1 | Real Estate | 32.23% |
| 2 | Industrials | 6.24% |
| 3 | Communication Services | 5.39% |
| 4 | Technology | 5% |
| 5 | Financials | 4.99% |
