OP

ORG Partners Portfolio holdings

AUM $549M
1-Year Est. Return 21.15%
This Quarter Est. Return
1 Year Est. Return
+21.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$339M
AUM Growth
-$278M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,908
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$3.92M
3
+$880K
4
KVLE icon
KraneShares Value Line Dynamic Dividend Equity Index ETF
KVLE
+$648K
5
NVDA icon
NVIDIA
NVDA
+$601K

Top Sells

1
+$25.2M
2
+$25.1M
3
+$20.1M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$13.6M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$11.4M

Sector Composition

1 Technology 9.63%
2 Materials 7.2%
3 Healthcare 6.81%
4 Energy 5.82%
5 Consumer Discretionary 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$66.7K 0.02%
6,000
+3,113
352
$65.9K 0.02%
599
-332
353
$65.7K 0.02%
+949
354
$65.3K 0.02%
494
-17
355
$65.3K 0.02%
1,200
+1,069
356
$64.6K 0.02%
925
-277
357
$64.3K 0.02%
1,694
-890
358
$64.1K 0.02%
6,026
+91
359
$63.9K 0.02%
600
-100
360
$63.3K 0.02%
8,370
361
$63.1K 0.02%
379
-343
362
$62.3K 0.02%
160
363
$61.9K 0.02%
2,259
-2
364
$61.9K 0.02%
464
-65
365
$61.3K 0.02%
779
366
$60.6K 0.02%
605
367
$59.6K 0.02%
645
368
$58.5K 0.02%
836
-217
369
$58.1K 0.02%
6,339
-24,801
370
$57.9K 0.02%
636
-44
371
$56.3K 0.02%
781
372
$56.1K 0.02%
761
-100
373
$56K 0.02%
+343
374
$55.5K 0.02%
+15
375
$55.2K 0.02%
1,670
-3,280
13 14
15
16 17