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OFA

Orographic Financial Advisors Portfolio holdings

AUM $141M
This Fund
S&P 500
This Quarter Est. Return
+3.37%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$141M
AUM Growth
–
Cap. Flow
+$143M
Cap. Flow %
101.49%
Top 10 Hldgs %
35.36%
Holding
106
New
106
Increased
–
Reduced
–
Closed
–

Top Buys

1
AAPL icon
Apple
AAPL
+$8.39M
2
MSFT icon
Microsoft
MSFT
+$6.48M
3
XOM icon
ExxonMobil
XOM
+$6.06M
4
TJX icon
TJX Companies
TJX
+$5.92M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.32%
2 Energy 10.2%
3 Consumer Discretionary 9.78%
4 Financials 9.74%
5 Communication Services 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
F icon
76
Ford
F
$56.5B
$379K 0.27%
+32,897
New +$433K
GSEW icon
77
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$1.87B
$376K 0.27%
+4,453
New +$389K
WM icon
78
Waste Management
WM
$94B
$373K 0.26%
+1,625
New +$373K
CRM icon
79
Salesforce
CRM
$141B
$344K 0.24%
+1,845
New +$382K
SPAB icon
80
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.6B
$339K 0.24%
+13,252
New +$342K
CMG icon
81
Chipotle Mexican Grill
CMG
$46.1B
$332K 0.24%
+10,400
New +$385K
MPC icon
82
Marathon Petroleum
MPC
$87.6B
$328K 0.23%
+1,346
New +$272K
EPD icon
83
Enterprise Products Partners
EPD
$81.8B
$323K 0.23%
+8,542
New +$302K
WFC icon
84
Wells Fargo
WFC
$261B
$320K 0.23%
+4,030
New +$346K
NEE icon
85
NextEra Energy
NEE
$186B
$317K 0.22%
+3,420
New +$304K
ADP icon
86
Automatic Data Processing
ADP
$99.3B
$307K 0.22%
+1,500
New +$344K
ARE icon
87
Alexandria Real Estate Equities
ARE
$8.52B
$307K 0.22%
+6,526
New +$344K
SCHH icon
88
Schwab US REIT ETF
SCHH
$11.4B
$302K 0.21%
+14,073
New +$309K
IBM icon
89
IBM
IBM
$207B
$291K 0.21%
+1,204
New +$326K
SCHA icon
90
Schwab U.S Small- Cap ETF
SCHA
$23.1B
$286K 0.2%
+9,847
New +$295K
SCHG icon
91
Schwab US Large-Cap Growth ETF
SCHG
$60.9B
$286K 0.2%
+9,849
New +$306K
BABA icon
92
Alibaba
BABA
$289B
$265K 0.19%
+2,118
New +$318K
OTIS icon
93
Otis Worldwide
OTIS
$27.8B
$251K 0.18%
+3,259
New +$285K
ACN icon
94
Accenture
ACN
$84.1B
$246K 0.17%
+1,245
New +$290K
VTI icon
95
Vanguard Total Stock Market ETF
VTI
$668B
$243K 0.17%
+758
New +$254K
DEO icon
96
Diageo
DEO
$45.8B
$241K 0.17%
+3,240
New +$283K
UNP icon
97
Union Pacific
UNP
$170B
$215K 0.15%
+890
New +$218K
SPEM icon
98
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.5B
$211K 0.15%
+4,513
New +$220K
COP icon
99
ConocoPhillips
COP
$136B
$208K 0.15%
+1,578
New +$175K
IJH icon
100
iShares Core S&P Mid-Cap ETF
IJH
$123B
$207K 0.15%
+3,068
New +$213K
1 2 3
4
5

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