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
$598M
AUM Growth
+$260M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,629
New
Increased
Reduced
Closed

Top Sells

1 +$3.92M
2 +$2.26M
3 +$1.13M
4
EPD icon
Enterprise Products Partners
EPD
+$1.13M
5
PHYS icon
Sprott Physical Gold
PHYS
+$904K

Sector Composition

1 Technology 7.12%
2 Materials 4.92%
3 Healthcare 4.63%
4 Financials 4.48%
5 Consumer Discretionary 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$19.4K ﹤0.01%
+1,349
577
$19.2K ﹤0.01%
64
-57
578
$19.1K ﹤0.01%
+795
579
$19K ﹤0.01%
+411
580
$18.8K ﹤0.01%
114
+1
581
$18.4K ﹤0.01%
+213
582
$18.4K ﹤0.01%
200
583
$18.3K ﹤0.01%
+113
584
$18K ﹤0.01%
163
585
$17.8K ﹤0.01%
298
+11
586
$17.5K ﹤0.01%
100
587
$17K ﹤0.01%
395
-210
588
$16.8K ﹤0.01%
548
+105
589
$16.5K ﹤0.01%
228
+139
590
$16.5K ﹤0.01%
277
+121
591
$16.2K ﹤0.01%
124
-587
592
$15.7K ﹤0.01%
150
593
$15.5K ﹤0.01%
+300
594
$15.3K ﹤0.01%
+70
595
$15.2K ﹤0.01%
+2,000
596
$14.9K ﹤0.01%
1,750
597
$14.8K ﹤0.01%
339
+141
598
$14.8K ﹤0.01%
578
+394
599
$14.8K ﹤0.01%
+762
600
$14.6K ﹤0.01%
108
-356