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
576
$45.6K 0.01%
+836
577
$45.5K 0.01%
+400
578
$45.5K 0.01%
+716
579
$45.1K 0.01%
532
-92
580
$44.9K 0.01%
+584
581
$44.8K 0.01%
3,841
582
$44.3K 0.01%
+2,327
583
$44.1K 0.01%
5,000
584
$43.9K 0.01%
+797
585
$43.8K 0.01%
3,325
+2,594
586
$43.6K 0.01%
349
-240
587
$43.5K 0.01%
+1,293
588
$43.3K 0.01%
+332
589
$43K 0.01%
+13,611
590
$42.8K 0.01%
+1,120
591
$42.7K 0.01%
+765
592
$42.7K 0.01%
+920
593
$42.3K 0.01%
+2,553
594
$42.3K 0.01%
+579
595
$42.1K 0.01%
+400
596
$41.8K 0.01%
426
+407
597
$41.6K 0.01%
+193
598
$41.5K 0.01%
+820
599
$41.2K 0.01%
+731
600
$40.6K 0.01%
+187