OBGC

O'Brien Greene & Co Portfolio holdings

AUM $337M
1-Year Est. Return 22.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$280M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1 +$1.07M
2 +$1.05M
3 +$1.03M
4
DLR icon
Digital Realty Trust
DLR
+$1.01M
5
DLTR icon
Dollar Tree
DLTR
+$959K

Top Sells

1 +$733K
2 +$622K
3 +$533K
4
SHSP
SharpSpring, Inc.
SHSP
+$368K
5
AFL icon
Aflac
AFL
+$352K

Sector Composition

1 Technology 18.71%
2 Healthcare 13.64%
3 Financials 10.97%
4 Consumer Staples 9.63%
5 Materials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-13,011
127
-23,000