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
576
$12.9K ﹤0.01%
270
-462
577
$12.9K ﹤0.01%
1,555
578
$12.8K ﹤0.01%
185
-174
579
$12.7K ﹤0.01%
443
580
$12.7K ﹤0.01%
191
581
$12.6K ﹤0.01%
588
582
$12.6K ﹤0.01%
379
-776
583
$12.3K ﹤0.01%
50
-378
584
$11.9K ﹤0.01%
793
-702
585
$11.9K ﹤0.01%
514
+1
586
$11.8K ﹤0.01%
617
+17
587
$11.7K ﹤0.01%
+2
588
$11.6K ﹤0.01%
948
-1,021
589
$11.4K ﹤0.01%
399
-2,652
590
$11.4K ﹤0.01%
+44
591
$11.2K ﹤0.01%
110
-139
592
$11K ﹤0.01%
254
593
$10.8K ﹤0.01%
53
-5
594
$10.5K ﹤0.01%
+660
595
$10.4K ﹤0.01%
698
-80
596
$10.4K ﹤0.01%
748
-40,420
597
$10.3K ﹤0.01%
22
-6
598
$10.2K ﹤0.01%
57
-13
599
$10.1K ﹤0.01%
455
-1,472
600
$10.1K ﹤0.01%
145
-75
22 23
24
25 26