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
$212M
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$20.1M
3
+$19.4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$17.1M
5
QCOM icon
Qualcomm
QCOM
+$11.8M

Top Sells

1
+$281K
2
+$217K
3
+$204K
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$201K
5
BLRX
BioLineRX
BLRX
+$10.9K

Sector Composition

1 Technology 8.41%
2 Communication Services 1.21%
3 Consumer Discretionary 0.98%
4 Healthcare 0.47%
5 Financials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$13.7K 0.01%
+12,000
77
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0
78
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0
79
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0
80
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81
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0
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4