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
$804M
AUM Growth
+$751M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,851
New
Increased
Reduced
Closed

Top Buys

1 +$34.4M
2 +$26.5M
3 +$25.6M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$23.7M
5
DRSK icon
Aptus Defined Risk ETF
DRSK
+$20.9M

Top Sells

1 +$60K
2 +$60K
3 +$55.6K
4
TTE icon
TotalEnergies
TTE
+$50.2K
5
CPB icon
Campbell Soup
CPB
+$47.5K

Sector Composition

1 Technology 7.14%
2 Materials 4.96%
3 Financials 4.88%
4 Healthcare 3.63%
5 Energy 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$98.8K 0.01%
756
+747
427
$98.8K 0.01%
+1,899
428
$98.8K 0.01%
+2,858
429
$98.1K 0.01%
+1,500
430
$97.8K 0.01%
+3,700
431
$97.5K 0.01%
10,017
+940
432
$97.4K 0.01%
+367
433
$97.4K 0.01%
+1,876
434
$96.6K 0.01%
1,655
435
$94.7K 0.01%
+1,038
436
$94.1K 0.01%
+510
437
$93.8K 0.01%
+1,652
438
$92.9K 0.01%
+943
439
$92K 0.01%
+837
440
$91.5K 0.01%
661
-78
441
$90.7K 0.01%
395
-19
442
$90.6K 0.01%
+1,496
443
$90.2K 0.01%
847
444
$90K 0.01%
576
+574
445
$89.9K 0.01%
1,177
+1,158
446
$88.9K 0.01%
3,094
447
$88.2K 0.01%
+1,596
448
$87.5K 0.01%
+352
449
$87.4K 0.01%
673
+656
450
$87.2K 0.01%
+550