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
$616M
AUM Growth
+$206M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,422
New
Increased
Reduced
Closed

Top Sells

1 +$54.9M
2 +$29.1M
3 +$2.49M
4
PWS icon
Pacer WealthShield ETF
PWS
+$1.53M
5
VDE icon
Vanguard Energy ETF
VDE
+$1.26M

Sector Composition

1 Financials 6.09%
2 Technology 5.68%
3 Healthcare 4.14%
4 Consumer Staples 3.67%
5 Consumer Discretionary 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
$16K ﹤0.01%
+1,500
702
$16K ﹤0.01%
+191
703
$16K ﹤0.01%
+297
704
$15.9K ﹤0.01%
+228
705
$15.9K ﹤0.01%
+100
706
$15.8K ﹤0.01%
+169
707
$15.8K ﹤0.01%
+113
708
$15K ﹤0.01%
+236
709
$14.9K ﹤0.01%
+1,438
710
$14.8K ﹤0.01%
+502
711
$14.5K ﹤0.01%
+357
712
$14.3K ﹤0.01%
+410
713
$13.9K ﹤0.01%
+28
714
$13.8K ﹤0.01%
+655
715
$13.6K ﹤0.01%
+142
716
$13.6K ﹤0.01%
+306
717
$13.5K ﹤0.01%
+587
718
$13.5K ﹤0.01%
+200
719
$13.4K ﹤0.01%
+443
720
$13.4K ﹤0.01%
+159
721
$13.3K ﹤0.01%
+378
722
$13.2K ﹤0.01%
+930
723
$13.2K ﹤0.01%
+588
724
$13.2K ﹤0.01%
+863
725
$13.1K ﹤0.01%
+290