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
476
$79.8K 0.01%
408
+357
477
$79.7K 0.01%
+798
478
$79.3K 0.01%
+675
479
$78.9K 0.01%
+748
480
$78.4K 0.01%
1,200
481
$78.2K 0.01%
4,862
-11
482
$77.7K 0.01%
+303
483
$77.5K 0.01%
+1,404
484
$77.3K 0.01%
+556
485
$76.6K 0.01%
3,753
+3,408
486
$75.9K 0.01%
1,531
+20
487
$75.6K 0.01%
+346
488
$75.5K 0.01%
968
489
$75.4K 0.01%
+6,419
490
$73.7K 0.01%
309
-3
491
$73.3K 0.01%
1,534
+1,351
492
$73.3K 0.01%
+1,125
493
$72.8K 0.01%
+1,224
494
$72.6K 0.01%
537
+525
495
$72.1K 0.01%
+6,000
496
$71.7K 0.01%
+6,475
497
$71.5K 0.01%
+1,775
498
$71.3K 0.01%
+320
499
$71K 0.01%
+1,992
500
$70.6K 0.01%
+1,695