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
701
$27.4K ﹤0.01%
+567
702
$26.7K ﹤0.01%
+524
703
$25.6K ﹤0.01%
+305
704
$25.6K ﹤0.01%
164
+110
705
$25.5K ﹤0.01%
+498
706
$25.3K ﹤0.01%
42
+36
707
$25K ﹤0.01%
+705
708
$24.5K ﹤0.01%
52
+44
709
$24.3K ﹤0.01%
1,354
+898
710
$24K ﹤0.01%
+15
711
$24K ﹤0.01%
+965
712
$23.9K ﹤0.01%
+1,403
713
$23.8K ﹤0.01%
239
+120
714
$23.7K ﹤0.01%
+450
715
$23.7K ﹤0.01%
+671
716
$23.6K ﹤0.01%
+2,933
717
$23.5K ﹤0.01%
881
+844
718
$23.4K ﹤0.01%
+348
719
$23.4K ﹤0.01%
+928
720
$23.3K ﹤0.01%
+170
721
$23.3K ﹤0.01%
1,617
722
$23.3K ﹤0.01%
+1,002
723
$23.2K ﹤0.01%
+438
724
$23.2K ﹤0.01%
+466
725
$23.2K ﹤0.01%
+113