OAM
Orinda Asset Management Portfolio holdings
AUM
$48.7M
This Quarter Return
-2.64%
1 Year Return
-26.86%
3 Year Return
-28.36%
5 Year Return
-21.65%
10 Year Return
–
AUM
$112M
AUM Growth
+$112M
(-5.3%)
Cap. Flow
-$2.91M
Cap. Flow
% of AUM
-2.6%
Top 10 Holdings %
Top 10 Hldgs %
62.05%
Holding
99
New
5
Increased
14
Reduced
12
Closed
64
Top Buys
| 1 |
Independence Realty Trust
IRT
|
$5.01M |
| 2 |
Starwood Property Trust
STWD
|
$3.91M |
| 3 |
WHLRD
Wheeler Real Estate Investment Trust, Inc. Series D Cumulative Preferred Stock
WHLRD
|
$2.2M |
| 4 |
DigitalBridge
DBRG
|
$2.13M |
| 5 |
LADR
Ladder Capital
LADR
|
$1.49M |
Top Sells
| 1 |
WHLR
Wheeler Real Estate Investment Trust
WHLR
|
$5.74M |
| 2 |
SL Green Realty
SLG
|
$2.7M |
| 3 |
MRT
MedEquities Realty Trust, Inc.
MRT
|
$1.63M |
| 4 |
Rithm Capital
RITM
|
$1.57M |
| 5 |
ARI
Apollo Commercial Real Estate
ARI
|
$1.51M |
Sector Composition
| 1 | Real Estate | 58.87% |
| 2 | Financials | 1.9% |
| 3 | Communication Services | 0.01% |
| 4 | Healthcare | 0% |
| 5 | Industrials | 0% |
