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
76
$149K 0.47%
6,186
77
$149K 0.47%
1,208
-1,122
78
$147K 0.46%
2,340
-490
79
$145K 0.46%
916
80
$144K 0.45%
+1,000
81
$143K 0.45%
+8,000
82
$143K 0.45%
+5,514
83
$142K 0.45%
7,226
84
$140K 0.44%
+16,900
85
$138K 0.43%
2,870
+90
86
$134K 0.42%
7,442
-1,586
87
$134K 0.42%
3,917
+517
88
$131K 0.41%
3,692
89
$128K 0.4%
8,416
90
$128K 0.4%
40,796
91
$128K 0.4%
+1,770
92
$126K 0.4%
+1,600
93
$126K 0.4%
4,039
94
$124K 0.39%
+4,688
95
$123K 0.39%
+20,480
96
$121K 0.38%
2,294
97
$120K 0.38%
3,722
-3,240
98
$120K 0.38%
10,874
99
$119K 0.37%
2,695
100
$119K 0.37%
+700
2 3
4
5 6