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
551
$51.5K 0.01%
+1,206
552
$51.4K 0.01%
+600
553
$50.4K 0.01%
+17
554
$50.2K 0.01%
+168
555
$49.9K 0.01%
+480
556
$49.6K 0.01%
938
+822
557
$49.2K 0.01%
5,747
-1,464
558
$49.1K 0.01%
+459
559
$48.6K 0.01%
504
560
$48.3K 0.01%
+160
561
$48.2K 0.01%
+705
562
$48K 0.01%
776
+626
563
$47.6K 0.01%
+2,176
564
$47.6K 0.01%
+1,030
565
$47.5K 0.01%
+274
566
$47.3K 0.01%
3,260
567
$47.3K 0.01%
197
+86
568
$47.3K 0.01%
+1,702
569
$47.2K 0.01%
+199
570
$47K 0.01%
+152
571
$46.7K 0.01%
+754
572
$46.6K 0.01%
+4,848
573
$46.4K 0.01%
+974
574
$45.9K 0.01%
+86
575
$45.6K 0.01%
+91