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
726
$22.5K ﹤0.01%
+445
727
$22.5K ﹤0.01%
+1,011
728
$22.5K ﹤0.01%
+451
729
$22.4K ﹤0.01%
+912
730
$22.4K ﹤0.01%
320
+98
731
$22.2K ﹤0.01%
+339
732
$22.2K ﹤0.01%
1,029
+1,000
733
$22K ﹤0.01%
395
-17
734
$21.8K ﹤0.01%
+785
735
$21.7K ﹤0.01%
+862
736
$21.7K ﹤0.01%
553
+173
737
$21.7K ﹤0.01%
+100
738
$21.4K ﹤0.01%
783
+382
739
$21.4K ﹤0.01%
+212
740
$21.4K ﹤0.01%
+400
741
$21K ﹤0.01%
825
742
$20.9K ﹤0.01%
+783
743
$20.8K ﹤0.01%
+884
744
$20.6K ﹤0.01%
+850
745
$20.4K ﹤0.01%
+116
746
$20.3K ﹤0.01%
24
+2
747
$20.3K ﹤0.01%
328
+228
748
$20.1K ﹤0.01%
+488
749
$19.9K ﹤0.01%
+850
750
$19.9K ﹤0.01%
+150