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
476
$26.4K 0.01%
383
-1,898
477
$26.3K 0.01%
901
-753
478
$26.1K 0.01%
165
479
$26K 0.01%
300
-104
480
$25.2K 0.01%
+259
481
$25.1K 0.01%
181
-159
482
$24.9K 0.01%
+193
483
$24.6K 0.01%
605
-45
484
$24.6K 0.01%
2,264
-69
485
$24.6K 0.01%
489
-145
486
$24.4K 0.01%
2,000
487
$24K 0.01%
120
-71
488
$23.6K 0.01%
773
+395
489
$23.4K 0.01%
36
-28
490
$23.3K 0.01%
104
-11
491
$23.3K 0.01%
845
-158
492
$23.2K 0.01%
1,403
493
$22.8K 0.01%
498
494
$22.8K 0.01%
4,004
-5,201
495
$22.1K 0.01%
651
+636
496
$21.7K 0.01%
192
-3,996
497
$21.7K 0.01%
2,089
-6,276
498
$21.7K 0.01%
1,694
499
$21.5K 0.01%
47
-4
500
$21.5K 0.01%
913
-2,109
18 19
20
21 22