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
676
$30.9K ﹤0.01%
+784
677
$30.9K ﹤0.01%
+935
678
$30.8K ﹤0.01%
+231
679
$30.8K ﹤0.01%
+776
680
$30.6K ﹤0.01%
+108
681
$30.5K ﹤0.01%
220
-64
682
$30.1K ﹤0.01%
+234
683
$29.9K ﹤0.01%
1,660
+730
684
$29.9K ﹤0.01%
+126
685
$29.9K ﹤0.01%
290
686
$29.7K ﹤0.01%
+173
687
$29.5K ﹤0.01%
+146
688
$29.5K ﹤0.01%
+623
689
$29.4K ﹤0.01%
+1,200
690
$29.1K ﹤0.01%
249
+173
691
$28.9K ﹤0.01%
+5,270
692
$28.9K ﹤0.01%
+259
693
$28.6K ﹤0.01%
+342
694
$28.4K ﹤0.01%
153
+150
695
$28.2K ﹤0.01%
91
+82
696
$28.1K ﹤0.01%
1,130
697
$28K ﹤0.01%
+665
698
$27.9K ﹤0.01%
+253
699
$27.9K ﹤0.01%
+1,003
700
$27.7K ﹤0.01%
+2,000