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
$217M
AUM Growth
+$4.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$19.6M
3
+$19.1M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$18.1M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$15.6M

Top Sells

1
+$212K
2
+$207K
3
+$205K
4
SHCR
Sharecare, Inc. Class A Common Stock
SHCR
+$28.9K

Sector Composition

1 Technology 11.61%
2 Communication Services 1.27%
3 Consumer Discretionary 0.74%
4 Healthcare 0.48%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$478K 0.22%
1,176
52
$470K 0.22%
+6,443
53
$456K 0.21%
+9,794
54
$418K 0.19%
+7,421
55
$392K 0.18%
+778
56
$386K 0.18%
+805
57
$385K 0.18%
+2,010
58
$332K 0.15%
598
59
$310K 0.14%
+2,759
60
$302K 0.14%
+4,075
61
$262K 0.12%
+3,955
62
$262K 0.12%
+2,560
63
$258K 0.12%
+6,697
64
$254K 0.12%
+949
65
$249K 0.11%
+949
66
$243K 0.11%
+2,826
67
$232K 0.11%
+6,795
68
$214K 0.1%
+3,479
69
$212K 0.1%
+3,799
70
$212K 0.1%
+2,531
71
$209K 0.1%
+3,643
72
$201K 0.09%
1,237
73
$94.2K 0.04%
+10,737
74
$84.2K 0.04%
+72,000
75
$37.8K 0.02%
+10,008
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3
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