OGF
Orin Green Financial Portfolio holdings
AUM
$236M
This Quarter Return
+17.96%
1 Year Return
+9.44%
3 Year Return
+41.33%
5 Year Return
–
10 Year Return
–
AUM
$126M
AUM Growth
–
Cap. Flow
+$126M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
56.26%
Holding
64
New
64
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$12.3M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$11.4M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$8.86M |
| 4 |
Qualcomm
QCOM
|
$7.38M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$6.96M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 12.23% |
| 2 | Consumer Discretionary | 1.09% |
| 3 | Communication Services | 0.95% |
| 4 | Healthcare | 0.66% |
| 5 | Industrials | 0.48% |
