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
$236M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$360K
2
+$322K
3
+$266K
4
NVDA icon
NVIDIA
NVDA
+$226K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$218K

Top Sells

1
+$1.73M
2
+$1.33M
3
+$512K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$354K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$278K

Sector Composition

1 Technology 9.16%
2 Communication Services 1.36%
3 Consumer Discretionary 1.32%
4 Healthcare 0.5%
5 Financials 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$90.6K 0.04%
61,200
+11,200
77
$90.2K 0.04%
10,737
78
$51.8K 0.02%
10,008
79
– –
-3,479
80
– –
-11,574
81
– –
-12,000
1 2 3
4