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
401
$44.6K 0.01%
1,735
-611
402
$44.1K 0.01%
1,069
-179
403
$43.2K 0.01%
1,459
404
$43.2K 0.01%
+17
405
$42.8K 0.01%
808
-2,523
406
$41.9K 0.01%
400
-1
407
$41.1K 0.01%
754
408
$41K 0.01%
1,096
-9,620
409
$40.3K 0.01%
79
-7
410
$39.5K 0.01%
1,176
-5,841
411
$39.5K 0.01%
86
412
$39.2K 0.01%
481
-127
413
$39.1K 0.01%
827
414
$38.7K 0.01%
693
+70
415
$38.6K 0.01%
493
-5,389
416
$38.5K 0.01%
566
-2
417
$38.5K 0.01%
1,120
418
$38.3K 0.01%
455
419
$38.2K 0.01%
935
-81
420
$37.7K 0.01%
+300
421
$37.5K 0.01%
2,327
422
$37.3K 0.01%
748
-4,346
423
$37.3K 0.01%
797
424
$37.1K 0.01%
3,516
-825
425
$37K 0.01%
776
-11,861
15 16
17
18 19