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
$153M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$8.32M
2
+$1.63M
3
+$1.59M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$662K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$646K

Top Sells

1
+$200K
2
+$31.9K
3
+$25.3K
4
CMF icon
iShares California Muni Bond ETF
CMF
+$20.7K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$12.3K

Sector Composition

1 Technology 11.53%
2 Consumer Discretionary 1.27%
3 Communication Services 1.22%
4 Healthcare 0.68%
5 Financials 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.12M 0.73%
5,442
+48
27
$1.11M 0.73%
10,283
28
$1.08M 0.7%
35,704
-287
29
$1.07M 0.7%
20,168
+567
30
$950K 0.62%
20,148
+52
31
$932K 0.61%
17,876
+28
32
$873K 0.57%
20,744
+262
33
$860K 0.56%
2,788
+553
34
$768K 0.5%
5,520
+4,040
35
$767K 0.5%
3,092
36
$737K 0.48%
4,520
+120
37
$694K 0.45%
7,409
38
$662K 0.43%
+4,740
39
$658K 0.43%
6,140
40
$657K 0.43%
8,418
+242
41
$589K 0.38%
8,363
42
$581K 0.38%
4,544
43
$497K 0.32%
1,790
44
$469K 0.31%
12,143
+246
45
$426K 0.28%
+6,183
46
$415K 0.27%
1,176
47
$403K 0.26%
+6,170
48
$382K 0.25%
663
+176
49
$362K 0.24%
6,701
+616
50
$355K 0.23%
+2,003
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