OP

ORG Partners Portfolio holdings

AUM $568M
1-Year Est. Return 24.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.16%
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 +$27.3M
2 +$26.5M
3 +$24.5M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$22.7M
5
DRSK icon
Aptus Defined Risk ETF
DRSK
+$20.6M

Top Sells

1 +$63.7K
2 +$60K
3 +$57.9K
4
TTE icon
TotalEnergies
TTE
+$52K
5
GIS icon
General Mills
GIS
+$51.1K

Sector Composition

1 Technology 7.13%
2 Materials 4.96%
3 Financials 4.89%
4 Healthcare 3.63%
5 Energy 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$51.4K 0.01%
+600
552
$50.4K 0.01%
+17
553
$50.2K 0.01%
+168
554
$49.9K 0.01%
+480
555
$49.6K 0.01%
938
+822
556
$49.2K 0.01%
5,747
-1,464
557
$49.1K 0.01%
+459
558
$48.6K 0.01%
504
559
$48.3K 0.01%
+160
560
$48.2K 0.01%
+705
561
$48K 0.01%
776
+626
562
$47.6K 0.01%
+2,176
563
$47.6K 0.01%
+1,030
564
$47.5K 0.01%
+274
565
$47.3K 0.01%
3,260
566
$47.3K 0.01%
197
+86
567
$47.3K 0.01%
+1,702
568
$47.2K 0.01%
+199
569
$47K 0.01%
+152
570
$46.7K 0.01%
+754
571
$46.6K 0.01%
+970
572
$46.4K 0.01%
+974
573
$45.9K 0.01%
+86
574
$45.6K 0.01%
+91
575
$45.6K 0.01%
+836