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
$217M
AUM Growth
+$4.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$19.6M
3
+$19.1M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$18.1M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$15.6M

Top Sells

1
+$212K
2
+$207K
3
+$205K
4
SHCR
Sharecare, Inc. Class A Common Stock
SHCR
+$28.9K

Sector Composition

1 Technology 11.61%
2 Communication Services 1.27%
3 Consumer Discretionary 0.74%
4 Healthcare 0.48%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$24.5K 0.01%
+1,075
77
$16.4K 0.01%
+12,000
78
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0
79
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0
80
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0
81
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0
1 2 3
4