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
101
$100K 0.31%
2,655
102
$99K 0.31%
+4,596
103
$98K 0.31%
7,135
104
$97K 0.3%
+1,200
105
$96K 0.3%
+4,961
106
$95K 0.3%
+4,834
107
$94K 0.3%
892
108
$93K 0.29%
+1,600
109
$90K 0.28%
2,484
110
$89K 0.28%
+1,200
111
$86K 0.27%
+2,033
112
$86K 0.27%
+1,600
113
$85K 0.27%
+1,000
114
$84K 0.26%
+11,979
115
$81K 0.25%
1,591
116
$80K 0.25%
4,702
117
$80K 0.25%
+3,195
118
$79K 0.25%
18,400
119
$78K 0.24%
735
120
$77K 0.24%
+61,044
121
$74K 0.23%
76,993
122
$74K 0.23%
+300
123
$72K 0.23%
2,651
124
$71K 0.22%
+1,100
125
$70K 0.22%
+1,300
3 4
5
6 7