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
$126M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$11.4M
3
+$8.86M
4
QCOM icon
Qualcomm
QCOM
+$7.38M
5
EFA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$296K 0.23%
+592
52
$288K 0.23%
+2,719
53
$284K 0.23%
+1,392
54
$270K 0.21%
+1,234
55
$270K 0.21%
+4,244
56
$258K 0.2%
+3,102
57
$258K 0.2%
+2,560
58
$253K 0.2%
+4,586
59
$238K 0.19%
+1,954
60
$233K 0.18%
+2,153
61
$229K 0.18%
+4,965
62
$224K 0.18%
+4,162
63
$97K 0.08%
+10,737
64
$39K 0.03%
+10,008
1 2
3