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
$232M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$996K
3
+$995K
4
AAPL icon
Apple
AAPL
+$633K
5
AMZN icon
Amazon
AMZN
+$561K

Top Sells

1
+$866K
2
+$609K
3
+$481K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$386K
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$93.2K

Sector Composition

1 Technology 9.8%
2 Communication Services 1.25%
3 Consumer Discretionary 1.04%
4 Healthcare 0.76%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$216K 0.09%
+2,489
77
$215K 0.09%
+3,001
78
$203K 0.09%
1,237
79
$118K 0.05%
10,737
80
$73.4K 0.03%
72,000
81
$43.7K 0.02%
10,008
82
$23.1K 0.01%
1,075
83
$20.4K 0.01%
12,000
84
– –
-805
1 2 3
4