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
$217M
AUM Growth
+$4.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$19.6M
3
+$19.1M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$18.1M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$15.6M

Top Sells

1
+$212K
2
+$207K
3
+$205K
4
SHCR
Sharecare, Inc. Class A Common Stock
SHCR
+$28.9K

Sector Composition

1 Technology 11.61%
2 Communication Services 1.27%
3 Consumer Discretionary 0.74%
4 Healthcare 0.48%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.8M 0.83%
9,794
27
$1.35M 0.62%
+32,613
28
$1.29M 0.59%
+30,981
29
$1.23M 0.57%
+19,262
30
$1.23M 0.57%
+28,914
31
$1.11M 0.51%
+14,387
32
$1.09M 0.5%
+9,858
33
$952K 0.44%
+7,978
34
$909K 0.42%
+24,121
35
$887K 0.41%
+1,985
36
$883K 0.41%
+11,016
37
$847K 0.39%
4,385
38
$846K 0.39%
+16,492
39
$770K 0.35%
+3,891
40
$767K 0.35%
+3,781
41
$745K 0.34%
+7,670
42
$693K 0.32%
+8,793
43
$648K 0.3%
+4,834
44
$594K 0.27%
+1,630
45
$578K 0.27%
3,171
46
$568K 0.26%
+2,270
47
$552K 0.25%
+7,388
48
$542K 0.25%
+4,781
49
$540K 0.25%
+636
50
$520K 0.24%
+4,210
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