OGF
Orin Green Financial Portfolio holdings
AUM
$236M
This Quarter Return
+6.33%
1 Year Return
+9.44%
3 Year Return
+41.33%
5 Year Return
–
10 Year Return
–
AUM
$170M
AUM Growth
+$170M
(+11%)
Cap. Flow
+$7.36M
Cap. Flow
% of AUM
4.32%
Top 10 Holdings %
Top 10 Hldgs %
63.84%
Holding
69
New
6
Increased
28
Reduced
14
Closed
–
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$3.18M |
| 2 |
Salesforce
CRM
|
$2.06M |
| 3 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$1.37M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$1.28M |
| 5 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$766K |
Top Sells
Sector Composition
| 1 | Technology | 8.5% |
| 2 | Healthcare | 0.91% |
| 3 | Communication Services | 0.87% |
| 4 | Consumer Discretionary | 0.5% |
| 5 | Real Estate | 0.43% |
