OGF
Orin Green Financial Portfolio holdings
AUM
$250M
1-Year Est. Return
11.53%
1 Year Est. Return
+11.53%
AUM
$236M
AUM Growth
+$24.1M
(+11%)
Holding
81
Top Buys
| 1 | +$360K | |
| 2 | +$322K | |
| 3 | +$266K | |
| 4 |
NVIDIA
NVDA
|
+$226K |
| 5 |
Vanguard Mega Cap Growth ETF
MGK
|
+$218K |
Top Sells
| 1 | +$1.73M | |
| 2 | +$1.33M | |
| 3 | +$512K | |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$354K |
| 5 |
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
Protalix BioTherapeutics
PLX
$141M
| $90.6K | 0.04% |
61,200
+11,200
|
|
||
|
OGCP
77
Empire State Realty Series 60
OGCP
$1.72B
| $90.2K | 0.04% |
10,737
|
|
||
78
Nokia
NOK
$36.2B
| $51.8K | 0.02% |
10,008
|
|
||
79
Pacific Biosciences
PACB
$549M
| – | – |
-12,000
|
|
||
80
Schwab US Large- Cap ETF
SCHX
$64B
| – | – |
-11,574
|
|
||
81
iShares MSCI EAFE Small-Cap ETF
SCZ
$12.8B
| – | – |
-3,479
|
|