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
576
$45.5K 0.01%
+400
577
$45.5K 0.01%
+716
578
$45.1K 0.01%
532
-92
579
$44.9K 0.01%
+584
580
$44.8K 0.01%
3,841
581
$44.3K 0.01%
+2,327
582
$44.1K 0.01%
5,000
583
$43.9K 0.01%
+797
584
$43.8K 0.01%
3,325
+2,594
585
$43.6K 0.01%
349
-240
586
$43.5K 0.01%
+1,293
587
$43.3K 0.01%
+332
588
$43K 0.01%
+13,611
589
$42.8K 0.01%
+1,120
590
$42.7K 0.01%
+765
591
$42.7K 0.01%
+920
592
$42.3K 0.01%
+2,553
593
$42.3K 0.01%
+579
594
$42.1K 0.01%
+400
595
$41.8K 0.01%
426
+407
596
$41.6K 0.01%
+193
597
$41.5K 0.01%
+820
598
$41.2K 0.01%
+731
599
$40.6K 0.01%
+187
600
$40.6K 0.01%
+633