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
701
$26.7K ﹤0.01%
+524
702
$25.6K ﹤0.01%
+305
703
$25.6K ﹤0.01%
164
+110
704
$25.5K ﹤0.01%
+498
705
$25.3K ﹤0.01%
42
+36
706
$25K ﹤0.01%
+705
707
$24.5K ﹤0.01%
52
+44
708
$24.3K ﹤0.01%
1,354
+898
709
$24K ﹤0.01%
+15
710
$24K ﹤0.01%
+965
711
$23.9K ﹤0.01%
+1,403
712
$23.8K ﹤0.01%
239
+120
713
$23.7K ﹤0.01%
+450
714
$23.7K ﹤0.01%
+671
715
$23.6K ﹤0.01%
+2,933
716
$23.5K ﹤0.01%
881
+844
717
$23.4K ﹤0.01%
+348
718
$23.4K ﹤0.01%
+928
719
$23.3K ﹤0.01%
+170
720
$23.3K ﹤0.01%
1,617
721
$23.3K ﹤0.01%
+1,002
722
$23.2K ﹤0.01%
+438
723
$23.2K ﹤0.01%
+466
724
$23.2K ﹤0.01%
+113
725
$23.1K ﹤0.01%
388
+383