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
$191M
AUM Growth
+$6.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$642K
3
+$571K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$362K
5
NVDA icon
NVIDIA
NVDA
+$283K

Top Sells

1
+$2.17M
2
+$817K
3
+$551K
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$202K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$202K

Sector Composition

1 Technology 8.95%
2 Communication Services 1.07%
3 Healthcare 0.93%
4 Consumer Discretionary 0.81%
5 Financials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-6,553
77
– –
-7,743
78
– –
-1,631
1 2 3
4