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 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
551
$39.7K 0.01%
+455
552
$39.5K 0.01%
+2,073
553
$39.4K 0.01%
+275
554
$39.4K 0.01%
+488
555
$39.3K 0.01%
+129
556
$39.1K 0.01%
+86
557
$39K 0.01%
+152
558
$39K 0.01%
+568
559
$38.9K 0.01%
+783
560
$38.7K 0.01%
+1,155
561
$38.1K 0.01%
+767
562
$38K 0.01%
+168
563
$37.8K 0.01%
+812
564
$37.6K 0.01%
+499
565
$37.5K 0.01%
+656
566
$37.3K 0.01%
+797
567
$37.2K 0.01%
+439
568
$36.7K 0.01%
+2,900
569
$35.7K 0.01%
+393
570
$35.6K 0.01%
+191
571
$34.9K 0.01%
+400
572
$34.9K 0.01%
+313
573
$34.7K 0.01%
+2,327
574
$34.7K 0.01%
+2,405
575
$34.7K 0.01%
+217