OAM
Orinda Asset Management Portfolio holdings
AUM
$48.7M
This Quarter Return
+6.38%
1 Year Return
-26.86%
3 Year Return
-28.36%
5 Year Return
-21.65%
10 Year Return
–
AUM
$46.5M
AUM Growth
+$46.5M
(+4.2%)
Cap. Flow
-$872K
Cap. Flow
% of AUM
-1.87%
Top 10 Holdings %
Top 10 Hldgs %
41.08%
Holding
141
New
22
Increased
17
Reduced
29
Closed
32
Top Buys
| 1 |
ATAXZ
AMERICA FIRST TAX EXEMT INV LP
ATAXZ
|
$1.06M |
| 2 |
General Motors
GM
|
$1.03M |
| 3 |
WSR
Whitestone REIT
WSR
|
$1.02M |
| 4 |
ProShares Ultra Real Estate
URE
|
$908K |
| 5 |
Target
TGT
|
$817K |
Top Sells
Sector Composition
| 1 | Real Estate | 19.03% |
| 2 | Consumer Staples | 10.66% |
| 3 | Consumer Discretionary | 10.17% |
| 4 | Technology | 8.6% |
| 5 | Industrials | 6.66% |
