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OGF
Orin Green Financial Portfolio holdings
AUM
$271M
1-Year Est. Return
20.78%
This Fund
S&P 500
This Quarter
Est. Return
+13.27%
1 Year Est. Return
+20.78%
3 Year Est. Return
+53.25%
5 Year Est. Return
+45.11%
10 Year Est. Return
–
AUM
$271M
AUM Growth
+$27.3M
(+11%)
Cap. Flow
-$1.42M
Cap. Flow
% of AUM
-0.52%
Top 10 Holdings %
Top 10 Hldgs %
62.8%
Holding
84
New
6
Increased
17
Reduced
36
Closed
1
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$440K |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$440K |
| 3 |
Broadcom
AVGO
|
+$235K |
| 4 |
Direxion Daily Semiconductor Bear 3X ETF
SOXS
|
+$229K |
| 5 |
iShares ESG Aware MSCI EM ETF
ESGE
|
+$196K |
Top Sells
| 1 |
Sempra
SRE
|
+$1.12M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$311K |
| 3 |
Invesco Short Term Treasury ETF
TBLL
|
+$258K |
| 4 |
Vanguard Large-Cap ETF
VV
|
+$248K |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$187K |
Sector Composition
| 1 | Technology | 9.21% |
| 2 | Communication Services | 2.23% |
| 3 | Consumer Discretionary | 0.83% |
| 4 | Utilities | 0.41% |
| 5 | Financials | 0.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
ASML
ASML
$686B
| $221K | 0.08% |
+111
| New | +$177K |
|
77
Seagate
STX
$169B
| $219K | 0.08% |
+227
| New | +$173K |
|
|
78
iShares ESG Aware MSCI EM ETF
ESGE
$6.55B
| $205K | 0.08% |
+3,755
| New | +$196K |
|
|
LGCY
79
Legacy Education Inc
LGCY
$152M
| $155K | 0.06% |
+13,180
| New | +$155K |
|
|
80
Direxion Daily Semiconductor Bear 3X ETF
SOXS
$17.7B
| $62.4K | 0.02% |
+1,925
| New | +$229K |
|
|
OGCP
81
Empire State Realty Series 60
OGCP
$1.54B
| $51K | 0.02% |
10,737
| – | – |
|
82
Protalix BioTherapeutics
PLX
$186M
| $23.3K | 0.01% |
10,000
-54,433
| -84% | -$115K |
|
|
VEEA
83
Veea Inc
VEEA
$10.1M
| $9.25K | ﹤0.01% |
39,205
| – | – |
|
84
Nokia
NOK
$57.9B
| – | – |
-10,008
| Closed | -$80.5K |
|
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