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
451
$86.9K 0.01%
351
+343
452
$86.9K 0.01%
+3,917
453
$85.8K 0.01%
879
+866
454
$85.8K 0.01%
2,394
+2,367
455
$84.4K 0.01%
+824
456
$84.2K 0.01%
+1,089
457
$83.8K 0.01%
+2,310
458
$83.6K 0.01%
+2,320
459
$83.3K 0.01%
+1,473
460
$83.3K 0.01%
8,298
-3,870
461
$82.9K 0.01%
+3,140
462
$82.7K 0.01%
1,908
+1,896
463
$82.1K 0.01%
+592
464
$81.9K 0.01%
368
+347
465
$81.8K 0.01%
+8,537
466
$81.8K 0.01%
596
+562
467
$81.2K 0.01%
+363
468
$81K 0.01%
+450
469
$80.8K 0.01%
+2,960
470
$80.8K 0.01%
+902
471
$80.7K 0.01%
+469
472
$80.6K 0.01%
+2,864
473
$80.5K 0.01%
+1,731
474
$80.3K 0.01%
+481
475
$80.1K 0.01%
+2,220