OP

ORG Partners Portfolio holdings

AUM $568M
1-Year Est. Return 24.16%
This Quarter Est. Return
1 Year Est. Return
+24.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$568M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,863
New
Increased
Reduced
Closed

Top Sells

1 +$6.93M
2 +$1.77M
3 +$1.62M
4
PHYS icon
Sprott Physical Gold
PHYS
+$1.6M
5
SPDN icon
Direxion Daily S&P 500 Bear 1X Shares
SPDN
+$1.22M

Sector Composition

1 Materials 10.61%
2 Technology 9.12%
3 Healthcare 4.14%
4 Financials 3.77%
5 Industrials 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
RMD icon
726
ResMed
RMD
$37.6B
$25.7K ﹤0.01%
107
+69
EC icon
727
Ecopetrol
EC
$25.2B
$25.7K ﹤0.01%
2,568
+1,928
DIVO icon
728
Amplify CWP Enhanced Dividend Income ETF
DIVO
$6B
$25.6K ﹤0.01%
575
NQP icon
729
Nuveen Pennsylvania Quality Municipal Income Fund
NQP
$447M
$25.5K ﹤0.01%
2,143
VEEV icon
730
Veeva Systems
VEEV
$36.5B
$25.4K ﹤0.01%
114
-201
TTD icon
731
Trade Desk
TTD
$17.2B
$25.1K ﹤0.01%
662
+78
CMI icon
732
Cummins
CMI
$79.9B
$25.1K ﹤0.01%
49
+9
CTRA icon
733
Coterra Energy
CTRA
$19.6B
$24.9K ﹤0.01%
945
+211
SPMD icon
734
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$16B
$24.9K ﹤0.01%
430
SCHA icon
735
Schwab U.S Small- Cap ETF
SCHA
$20.7B
$24.8K ﹤0.01%
870
PEG icon
736
Public Service Enterprise Group
PEG
$39.6B
$24.6K ﹤0.01%
306
-7
APA icon
737
APA Corp
APA
$9.14B
$24.5K ﹤0.01%
1,004
+217
RLY icon
738
State Street Multi-Asset Real Return ETF
RLY
$675M
$24.4K ﹤0.01%
777
+16
EOSE icon
739
Eos Energy Enterprises
EOSE
$5.66B
$24.4K ﹤0.01%
2,130
+1,005
EMBJ
740
Embraer S.A. ADS
EMBJ
$13.3B
$24.4K ﹤0.01%
379
+15
PHM icon
741
Pultegroup
PHM
$25.4B
$24K ﹤0.01%
205
+143
HL icon
742
Hecla Mining
HL
$17.8B
$24K ﹤0.01%
1,250
-150
SHEL icon
743
Shell
SHEL
$211B
$23.9K ﹤0.01%
325
+10
LH icon
744
Labcorp
LH
$22.5B
$23.8K ﹤0.01%
95
+19
AEM icon
745
Agnico Eagle Mines
AEM
$99.1B
$23.7K ﹤0.01%
140
KKR icon
746
KKR & Co
KKR
$117B
$23.7K ﹤0.01%
186
+53
AU icon
747
AngloGold Ashanti
AU
$50B
$23.5K ﹤0.01%
276
+58
ISCB icon
748
iShares Morningstar Small-Cap ETF
ISCB
$266M
$23.4K ﹤0.01%
360
A icon
749
Agilent Technologies
A
$39.6B
$23.3K ﹤0.01%
171
+53
LMND icon
750
Lemonade
LMND
$5.93B
$23K ﹤0.01%
323
+229