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
$154M
AUM Growth
-$6.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$3.91M
2
+$2.51M
3
+$1.44M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$709K
5
QCOM icon
Qualcomm
QCOM
+$336K

Top Sells

1
+$878K
2
+$618K
3
+$520K
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$517K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$507K

Sector Composition

1 Technology 8.16%
2 Communication Services 1.05%
3 Consumer Discretionary 0.97%
4 Healthcare 0.5%
5 Real Estate 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$312K 0.2%
662
+1
52
$298K 0.19%
6,691
-37
53
$270K 0.18%
6,165
54
$261K 0.17%
5,355
55
$243K 0.16%
1,392
56
$238K 0.15%
3,938
-32
57
$219K 0.14%
821
+9
58
$219K 0.14%
4,056
59
$201K 0.13%
2,953
60
$117K 0.08%
48,922
61
$70K 0.05%
12,000
62
$65K 0.04%
10,737
63
$42K 0.03%
10,008
64
– –
-1,121
65
– –
-2,560
66
– –
-598
1 2
3