OGF
Orin Green Financial Portfolio holdings
AUM
$236M
This Quarter Return
-6.04%
1 Year Return
+9.44%
3 Year Return
+41.33%
5 Year Return
–
10 Year Return
–
AUM
$154M
AUM Growth
+$154M
(-3.8%)
Cap. Flow
+$6.11M
Cap. Flow
% of AUM
3.97%
Top 10 Holdings %
Top 10 Hldgs %
64.78%
Holding
66
New
–
Increased
25
Reduced
20
Closed
3
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$3.91M |
| 2 |
iShares California Muni Bond ETF
CMF
|
$2.51M |
| 3 |
iShares National Muni Bond ETF
MUB
|
$1.44M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$1.14M |
| 5 |
Tesla
TSLA
|
$660K |
Top Sells
| 1 |
Apple
AAPL
|
$878K |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$618K |
| 3 |
Vanguard Small-Cap ETF
VB
|
$520K |
| 4 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$517K |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$507K |
Sector Composition
| 1 | Technology | 8.16% |
| 2 | Communication Services | 1.05% |
| 3 | Consumer Discretionary | 0.97% |
| 4 | Healthcare | 0.5% |
| 5 | Real Estate | 0.44% |
