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
$46.5M
AUM Growth
+$1.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$1.03M
3
+$1.02M
4
URE icon
ProShares Ultra Real Estate
URE
+$908K
5
TGT icon
Target
TGT
+$817K

Top Sells

1
+$1.13M
2
+$1.01M
3
+$892K
4
UMH.PRA.CL
Umh Properties Inc
UMH.PRA.CL
+$733K
5
DRN icon
Direxion Daily Real Estate Bull 3X Shares
DRN
+$731K

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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140
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141
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