OP

ORG Partners Portfolio holdings

AUM $568M
1-Year Est. Return 24.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.16%
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 +$27.3M
2 +$26.5M
3 +$24.5M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$22.7M
5
DRSK icon
Aptus Defined Risk ETF
DRSK
+$20.6M

Top Sells

1 +$63.7K
2 +$60K
3 +$57.9K
4
TTE icon
TotalEnergies
TTE
+$52K
5
GIS icon
General Mills
GIS
+$51.1K

Sector Composition

1 Technology 7.13%
2 Materials 4.96%
3 Financials 4.89%
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%
+3,917
452
$85.8K 0.01%
879
+866
453
$85.8K 0.01%
2,394
+2,367
454
$84.4K 0.01%
+824
455
$84.2K 0.01%
+1,089
456
$83.8K 0.01%
+2,310
457
$83.6K 0.01%
+2,320
458
$83.3K 0.01%
+1,473
459
$83.3K 0.01%
8,298
-3,870
460
$82.9K 0.01%
+3,140
461
$82.7K 0.01%
1,908
+1,896
462
$82.1K 0.01%
+592
463
$81.9K 0.01%
368
+347
464
$81.8K 0.01%
+8,537
465
$81.8K 0.01%
596
+562
466
$81.2K 0.01%
+363
467
$81K 0.01%
+450
468
$80.8K 0.01%
+2,960
469
$80.8K 0.01%
+902
470
$80.7K 0.01%
+469
471
$80.6K 0.01%
+2,864
472
$80.5K 0.01%
+1,731
473
$80.3K 0.01%
+481
474
$80.1K 0.01%
+2,220
475
$79.8K 0.01%
408
+357