OGF
Orin Green Financial Portfolio holdings
AUM $212M
AUM
$212M
AUM Growth
-$15.5M (-7%)
Cap. Flow
+$212M
Cap. Flow % of AUM
100%
Top 10 Holdings %Top 10 Hldgs %
63.9%
Holding
81
New
76
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 | $26.6M | |
| 2 | $20.1M | |
| 3 | $19.4M | |
| 4 | $17.1M | |
| 5 | $11.8M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 8.41% |
| 2 | Communication Services | 1.21% |
| 3 | Consumer Discretionary | 0.98% |
| 4 | Healthcare | 0.47% |
| 5 | Financials | 0.42% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $13.7K | 0.01% | 12,000 | New | +$13.7K | |||
| $0 | 0% | 0 | – | – | |||
| $0 | 0% | 0 | – | – | |||
| $0 | 0% | 0 | – | – | |||
| $0 | 0% | 0 | – | – | |||
| $0 | 0% | 0 | – | – |
