OGF
Orin Green Financial Portfolio holdings
AUM
$236M
This Quarter Return
-13.69%
1 Year Return
+9.44%
3 Year Return
+41.33%
5 Year Return
–
10 Year Return
–
AUM
$160M
AUM Growth
+$160M
(+4.5%)
Cap. Flow
+$30.8M
Cap. Flow
% of AUM
19.26%
Top 10 Holdings %
Top 10 Hldgs %
62.27%
Holding
70
New
3
Increased
29
Reduced
15
Closed
4
Top Buys
| 1 |
iShares California Muni Bond ETF
CMF
|
$12.9M |
| 2 |
iShares National Muni Bond ETF
MUB
|
$7.26M |
| 3 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$4.14M |
| 4 |
Vanguard Large-Cap ETF
VV
|
$2.11M |
| 5 |
iShares Short-Term National Muni Bond ETF
SUB
|
$1.2M |
Top Sells
Sector Composition
| 1 | Technology | 9.24% |
| 2 | Communication Services | 0.84% |
| 3 | Consumer Discretionary | 0.82% |
| 4 | Real Estate | 0.5% |
| 5 | Healthcare | 0.48% |
