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
126
$69K 0.22%
+1,100
127
$67K 0.21%
+2,000
128
$66K 0.21%
+3,000
129
$66K 0.21%
17,250
130
$64K 0.2%
2,581
131
$64K 0.2%
3,831
-2,317
132
$62K 0.19%
3,095
133
$62K 0.19%
+6,000
134
$61K 0.19%
533
135
$61K 0.19%
+800
136
$59K 0.19%
+1,200
137
$56K 0.18%
2,123
138
$56K 0.18%
+1,600
139
$52K 0.16%
+3,100
140
$48K 0.15%
+1,500
141
$47K 0.15%
794
142
$41K 0.13%
+80
143
$31K 0.1%
1,300
144
$30K 0.09%
+1,100
145
$30K 0.09%
+400
146
$23K 0.07%
+1,000
147
$22K 0.07%
+80
148
$22K 0.07%
+800
149
$21K 0.07%
+400
150
$20K 0.06%
+1,800
4 5
6
7 8