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
$213M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$223K

Top Sells

1
+$27M
2
+$19.2M
3
+$17.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$14.9M
5
QCOM icon
Qualcomm
QCOM
+$13.4M

Sector Composition

1 Technology 10.47%
2 Communication Services 1.1%
3 Consumer Discretionary 0.67%
4 Healthcare 0.58%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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82
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83
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-8,322
84
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-48,922
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4