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
$274M
AUM Growth
-$5.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1 +$4.34M
2 +$1.09M
3 +$631K
4
URNM icon
Sprott Uranium Miners ETF
URNM
+$467K
5
DLR icon
Digital Realty Trust
DLR
+$435K

Top Sells

1 +$5.63M
2 +$4.54M
3 +$1.12M
4
SGDJ icon
Sprott Junior Gold Miners ETF
SGDJ
+$485K
5
MO icon
Altria Group
MO
+$384K

Sector Composition

1 Technology 19.69%
2 Healthcare 14.26%
3 Financials 11.11%
4 Materials 9.37%
5 Consumer Discretionary 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-15,419