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
$616M
AUM Growth
+$206M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,422
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$18.7M
3
+$11.4M
4
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$8.34M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$7.58M

Top Sells

1
+$54.9M
2
+$29.1M
3
+$2.49M
4
PWS icon
Pacer WealthShield ETF
PWS
+$1.53M
5
VDE icon
Vanguard Energy ETF
VDE
+$1.26M

Sector Composition

1 Financials 6.09%
2 Technology 5.68%
3 Healthcare 4.14%
4 Consumer Staples 3.67%
5 Consumer Discretionary 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$50.4K 0.01%
+923
502
$50.1K 0.01%
+504
503
$49.5K 0.01%
+160
504
$49.3K 0.01%
+4,341
505
$49.2K 0.01%
+340
506
$49K 0.01%
+570
507
$48.8K 0.01%
+2,155
508
$48.6K 0.01%
+778
509
$48.2K 0.01%
+1,798
510
$48.1K 0.01%
+40
511
$47.9K 0.01%
+2,698
512
$47.7K 0.01%
+404
513
$47.4K 0.01%
+880
514
$47.3K 0.01%
+964
515
$47.1K 0.01%
+3,260
516
$47K 0.01%
+1,121
517
$46K 0.01%
+5,846
518
$45.5K 0.01%
+1,459
519
$45.5K 0.01%
+401
520
$45.4K 0.01%
+198
521
$45.4K 0.01%
+317
522
$45.2K 0.01%
+888
523
$45.1K 0.01%
+1,253
524
$44.9K 0.01%
+8,903
525
$44.7K 0.01%
+64
19 20
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