OGF
Orin Green Financial Portfolio holdings
AUM
$236M
This Quarter Return
-6.64%
1 Year Return
+9.44%
3 Year Return
+41.33%
5 Year Return
–
10 Year Return
–
AUM
$153M
AUM Growth
+$153M
(+11%)
Cap. Flow
+$16.8M
Cap. Flow
% of AUM
10.97%
Top 10 Holdings %
Top 10 Hldgs %
62.04%
Holding
68
New
9
Increased
28
Reduced
7
Closed
1
Top Buys
| 1 |
Qualcomm
QCOM
|
$8.32M |
| 2 |
Salesforce
CRM
|
$1.63M |
| 3 |
Apple
AAPL
|
$1.59M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$662K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$646K |
Top Sells
| 1 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
$200K |
| 2 |
Vanguard Growth ETF
VUG
|
$31.9K |
| 3 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$25.3K |
| 4 |
iShares California Muni Bond ETF
CMF
|
$20.7K |
| 5 |
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% |
