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
501
$21.5K 0.01%
1,237
-567
502
$21.5K 0.01%
462
-350
503
$21K 0.01%
232
-900
504
$20.8K 0.01%
89
-25
505
$20.8K 0.01%
14,660
-100
506
$20.6K 0.01%
67
-1,070
507
$20.4K 0.01%
850
508
$20.3K 0.01%
95
-7
509
$20.1K 0.01%
826
-139
510
$20.1K 0.01%
46
-5
511
$20K 0.01%
1,130
-1
512
$19.9K 0.01%
315
513
$19.9K 0.01%
187
+171
514
$19.9K 0.01%
348
-60
515
$19.8K 0.01%
+1,083
516
$19.8K 0.01%
57
-4
517
$19.8K 0.01%
186
518
$19.8K 0.01%
400
519
$19.8K 0.01%
161
-11
520
$19.8K 0.01%
1,336
-6,161
521
$19.6K 0.01%
790
-4,138
522
$19.6K 0.01%
239
-125
523
$19.5K 0.01%
850
524
$19.5K 0.01%
850
525
$19.4K 0.01%
+342
19 20
21
22 23