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
376
$53.5K 0.02%
2,793
-2,196
377
$53.3K 0.02%
+6,100
378
$53.1K 0.02%
241
+159
379
$52.4K 0.02%
+2,090
380
$51.6K 0.02%
1,140
+12
381
$51.5K 0.02%
1,261
+960
382
$51.2K 0.02%
1,520
-8,874
383
$51K 0.02%
929
-524
384
$50.8K 0.02%
736
-187
385
$50.3K 0.01%
5,270
386
$50.2K 0.01%
+740
387
$50.1K 0.01%
+3,202
388
$49.8K 0.01%
600
389
$49.8K 0.01%
1,285
-1,189
390
$49.4K 0.01%
39
-1
391
$48.5K 0.01%
1,770
+20
392
$47.5K 0.01%
742
-1,215
393
$47.3K 0.01%
3,076
394
$47.2K 0.01%
1,003
+184
395
$47.2K 0.01%
3,260
396
$47.1K 0.01%
3,550
397
$46K 0.01%
611
-4,061
398
$46K 0.01%
318
-16
399
$45.7K 0.01%
443
-114
400
$45.1K 0.01%
976
+12
14 15
16
17 18