OGF

Orin Green Financial Portfolio holdings

AUM $250M
1-Year Est. Return 15.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.22%
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
+$28.1M
2
+$19.6M
3
+$18.2M
4
QCOM icon
Qualcomm
QCOM
+$18.1M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$15.7M

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
– –
0
79
– –
0
80
– –
0
81
– –
0
1 2 3
4