OAM
Orinda Asset Management Portfolio holdings
AUM
$48.7M
This Quarter Return
-1.95%
1 Year Return
-26.86%
3 Year Return
-28.36%
5 Year Return
-21.65%
10 Year Return
–
AUM
$109M
AUM Growth
+$109M
(-15%)
Cap. Flow
-$18.3M
Cap. Flow
% of AUM
-16.75%
Top 10 Holdings %
Top 10 Hldgs %
51.12%
Holding
50
New
6
Increased
13
Reduced
12
Closed
16
Top Buys
| 1 |
Simon Property Group
SPG
|
$4.03M |
| 2 |
CBL
CBL& Associates Properties, Inc.
CBL
|
$3.07M |
| 3 |
UNIT
Uniti Group
UNIT
|
$2.63M |
| 4 |
Annaly Capital Management
NLY
|
$2.44M |
| 5 |
CIM
Chimera Investment
CIM
|
$2.27M |
Top Sells
| 1 |
FCH.PRA
Felcor Lodging Tr Ser A Cum Cv
FCH.PRA
|
$13.6M |
| 2 |
JCAP
Jernigan Capital, Inc.
JCAP
|
$2.27M |
| 3 |
Kite Realty
KRG
|
$1.89M |
| 4 |
Kennedy-Wilson Holdings
KW
|
$1.74M |
| 5 |
Independence Realty Trust
IRT
|
$1.71M |
Sector Composition
| 1 | Real Estate | 67.45% |
| 2 | Financials | 3.25% |
| 3 | Energy | 1.98% |
