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
751
$19.9K ﹤0.01%
+850
752
$19.7K ﹤0.01%
+850
753
$19.5K ﹤0.01%
869
754
$19.5K ﹤0.01%
+525
755
$19.5K ﹤0.01%
2,000
756
$19.4K ﹤0.01%
+667
757
$19.4K ﹤0.01%
+617
758
$19K ﹤0.01%
268
+234
759
$18.8K ﹤0.01%
+400
760
$18.7K ﹤0.01%
+245
761
$18.7K ﹤0.01%
+213
762
$18.6K ﹤0.01%
+1,050
763
$18.6K ﹤0.01%
1,526
764
$18.6K ﹤0.01%
+410
765
$18.4K ﹤0.01%
+816
766
$18.3K ﹤0.01%
340
+130
767
$18.2K ﹤0.01%
+541
768
$18.2K ﹤0.01%
+189
769
$18.2K ﹤0.01%
+289
770
$18.1K ﹤0.01%
+475
771
$17.8K ﹤0.01%
200
+180
772
$17.8K ﹤0.01%
330
-7
773
$17.6K ﹤0.01%
+381
774
$17.5K ﹤0.01%
+184
775
$17.5K ﹤0.01%
+348