OGF

Orin Green Financial Portfolio holdings

AUM $250M
1-Year Est. Return 11.53%
This Quarter Est. Return
1 Year Est. Return
+11.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
-$5.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.21M
3
+$684K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$628K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$538K

Top Sells

1
+$5.11M
2
+$2.18M
3
+$1.57M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$632K
5
TREX icon
Trex
TREX
+$629K

Sector Composition

1 Technology 4.61%
2 Consumer Discretionary 1.24%
3 Financials 0.42%
4 Healthcare 0.36%
5 Communication Services 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.1M 0.79%
35,991
+1,445
27
$1.04M 0.75%
19,601
-1,981
28
$1.01M 0.74%
3,366
-18
29
$944K 0.68%
20,096
-328
30
$943K 0.68%
17,848
+1,438
31
$853K 0.62%
20,482
-1,327
32
$771K 0.56%
3,092
33
$700K 0.51%
4,400
-120
34
$685K 0.5%
7,409
+209
35
$676K 0.49%
2,235
-343
36
$672K 0.49%
6,140
-1,101
37
$649K 0.47%
8,176
-23
38
$579K 0.42%
8,363
+202
39
$503K 0.36%
11,897
+681
40
$502K 0.36%
4,544
41
$496K 0.36%
1,790
42
$376K 0.27%
1,176
43
$371K 0.27%
5,355
44
$334K 0.24%
6,085
+4
45
$327K 0.24%
1,392
46
$293K 0.21%
592
-6
47
$289K 0.21%
3,865
48
$281K 0.2%
4,162
49
$256K 0.19%
4,622
-44
50
$255K 0.18%
2,560
1
2
3