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
$203M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$851K
2
+$802K
3
+$474K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$390K
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$281K

Top Sells

1
+$414K
2
+$329K
3
+$182K
4
VB icon
Vanguard Small-Cap ETF
VB
+$151K
5
VUG icon
Vanguard Growth ETF
VUG
+$128K

Sector Composition

1 Technology 9.69%
2 Communication Services 1.22%
3 Consumer Discretionary 0.79%
4 Healthcare 0.61%
5 Financials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$99.5K 0.05%
10,737
77
$51.5K 0.03%
47,700
78
$48.1K 0.02%
76,765
79
$34.2K 0.02%
10,008
80
$20.7K 0.01%
1,250
1 2 3
4