OAM
Orinda Asset Management Portfolio holdings
AUM
$48.7M
1-Year Return
26.86%
This Quarter Return
+8.17%
1 Year Return
-26.86%
3 Year Return
-28.36%
5 Year Return
-21.65%
10 Year Return
–
AUM
$31.9M
AUM Growth
+$1.33M
(+4.4%)
Cap. Flow
+$764K
Cap. Flow
% of AUM
2.4%
Top 10 Holdings %
Top 10 Hldgs %
28.22%
Holding
188
New
72
Increased
20
Reduced
17
Closed
33
Top Buys
| 1 |
ProShares VIX Short-Term Futures ETF
VIXY
|
$592K |
| 2 |
ALU
ALCATEL-LUCENT ADR
ALU
|
$479K |
| 3 |
Qualcomm
QCOM
|
$319K |
| 4 |
Salesforce
CRM
|
$296K |
| 5 |
PSUN
PACIFIC SUNWEAR OF CAL. INC
PSUN
|
$270K |
Top Sells
| 1 |
DTV
DIRECTV COM STK (DE)
DTV
|
$2.01M |
| 2 |
CVS Health
CVS
|
$1.41M |
| 3 |
Xylem
XYL
|
$1.19M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$783K |
| 5 |
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% |
