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
426
$36.9K 0.01%
445
-14,341
427
$36.6K 0.01%
1,681
-474
428
$36.4K 0.01%
1,227
+670
429
$36.3K 0.01%
256
-1,483
430
$35.1K 0.01%
275
431
$34.5K 0.01%
168
432
$34K 0.01%
980
-273
433
$33.9K 0.01%
992
-1
434
$33.8K 0.01%
1,018
-825
435
$33.5K 0.01%
100
436
$33.4K 0.01%
729
+717
437
$33.3K 0.01%
809
+328
438
$33.1K 0.01%
121
-8
439
$33K 0.01%
+1,171
440
$32.9K 0.01%
2,405
441
$32.9K 0.01%
910
+906
442
$32.3K 0.01%
395
-175
443
$32.1K 0.01%
290
444
$32K 0.01%
456
-1,432
445
$31.8K 0.01%
525
446
$31.7K 0.01%
370
+300
447
$31.1K 0.01%
559
448
$31K 0.01%
989
-2,084
449
$31K 0.01%
306
-698
450
$30.9K 0.01%
+1,508
16 17
18
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