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
476
$79.7K 0.01%
+798
477
$79.3K 0.01%
+675
478
$78.9K 0.01%
+748
479
$78.4K 0.01%
1,200
480
$78.2K 0.01%
4,862
-11
481
$77.7K 0.01%
+303
482
$77.5K 0.01%
+1,404
483
$77.3K 0.01%
+556
484
$76.6K 0.01%
3,753
+3,408
485
$75.9K 0.01%
1,531
+20
486
$75.6K 0.01%
+346
487
$75.5K 0.01%
968
488
$75.4K 0.01%
+6,419
489
$73.7K 0.01%
309
-3
490
$73.3K 0.01%
1,534
+1,351
491
$73.3K 0.01%
+1,125
492
$72.8K 0.01%
+1,224
493
$72.6K 0.01%
537
+525
494
$72.1K 0.01%
+6,000
495
$71.7K 0.01%
+6,475
496
$71.5K 0.01%
+1,775
497
$71.3K 0.01%
+320
498
$71K 0.01%
+1,992
499
$70.6K 0.01%
+1,695
500
$70.5K 0.01%
+265