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
$129M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$5.62M
2
+$3.23M
3
+$3.18M
4
ABR icon
Arbor Realty Trust
ABR
+$2.28M
5
JCAP
Jernigan Capital, Inc.
JCAP
+$2.27M

Top Sells

1
+$5.38M
2
+$3.07M
3
+$2.46M
4
NYRT
New York REIT, Inc.
NYRT
+$1.34M
5
DBRG icon
DigitalBridge
DBRG
+$1.31M

Sector Composition

1 Real Estate 56.16%
2 Financials 2.54%
3 Energy 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-40,010
52
– –
-36,200
1 2
3