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
451
$30.6K 0.01%
400
452
$30.5K 0.01%
1,442
-300
453
$30.4K 0.01%
322
-42,913
454
$30.2K 0.01%
334
-59
455
$30.1K 0.01%
261
-52
456
$30K 0.01%
771
-13
457
$29.9K 0.01%
450
458
$29.8K 0.01%
2,158
-3,948
459
$29.6K 0.01%
+285
460
$29.2K 0.01%
57
+56
461
$29K 0.01%
789
462
$28.9K 0.01%
425
+270
463
$28.8K 0.01%
2,100
-41
464
$28.4K 0.01%
+158
465
$28.4K 0.01%
400
466
$27.9K 0.01%
1,033
-765
467
$27.9K 0.01%
702
468
$27.8K 0.01%
388
-3,142
469
$27.7K 0.01%
158
+28
470
$27.5K 0.01%
935
471
$27.3K 0.01%
500
-3,614
472
$26.8K 0.01%
300
473
$26.7K 0.01%
1,102
-873
474
$26.6K 0.01%
1,140
+1,119
475
$26.5K 0.01%
531
17 18
19
20 21