OGF
Orin Green Financial Portfolio holdings
AUM
$236M
This Quarter Return
+6.14%
1 Year Return
+9.44%
3 Year Return
+41.33%
5 Year Return
–
10 Year Return
–
AUM
$141M
AUM Growth
+$141M
(+15%)
Cap. Flow
+$11.3M
Cap. Flow
% of AUM
8%
Top 10 Holdings %
Top 10 Hldgs %
60.55%
Holding
69
New
5
Increased
34
Reduced
8
Closed
3
Top Buys
1 |
iShares Core S&P 500 ETF
IVV
|
$3.24M |
2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.89M |
3 |
iShares MSCI EAFE ETF
EFA
|
$1.41M |
4 |
iShares California Muni Bond ETF
CMF
|
$981K |
5 |
Vanguard Growth ETF
VUG
|
$929K |
Top Sells
1 |
WORK
Slack Technologies, Inc.
WORK
|
$4.21M |
2 |
Sempra
SRE
|
$281K |
3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$239K |
4 |
iShares Russell Mid-Cap ETF
IWR
|
$121K |
5 |
Microsoft
MSFT
|
$120K |
Sector Composition
1 | Technology | 7.74% |
2 | Communication Services | 1.18% |
3 | Consumer Discretionary | 1.02% |
4 | Healthcare | 0.65% |
5 | Industrials | 0.45% |