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
526
$19.2K 0.01%
54
527
$19.1K 0.01%
850
528
$18.9K 0.01%
832
-4,981
529
$18.9K 0.01%
542
530
$18.8K 0.01%
88
-112
531
$18.7K 0.01%
287
-135
532
$17.7K 0.01%
+200
533
$17.5K 0.01%
59
-9
534
$17.4K 0.01%
664
-119
535
$17.3K 0.01%
2,000
536
$17.1K 0.01%
323
-52
537
$17K 0.01%
+869
538
$16.9K 0.01%
151
-11
539
$16.3K ﹤0.01%
113
540
$16.2K ﹤0.01%
130
-104
541
$16.1K ﹤0.01%
487
-1,931
542
$16K ﹤0.01%
169
-212
543
$15.8K ﹤0.01%
527
544
$15.8K ﹤0.01%
+285
545
$15.8K ﹤0.01%
150
546
$15.7K ﹤0.01%
+163
547
$15.7K ﹤0.01%
855
-8
548
$15.5K ﹤0.01%
+1,058
549
$15.4K ﹤0.01%
100
550
$15.2K ﹤0.01%
+184
20 21
22
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