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
$737M
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,394
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$11.3M
3
+$8.63M
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$7.92M
5
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$7.4M

Top Sells

1
+$2.57M
2
+$1.86M
3
+$1.47M
4
OILK icon
ProShares K-1 Free Crude Oil Strategy ETF
OILK
+$1.41M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.31M

Sector Composition

1 Technology 6.98%
2 Materials 4.4%
3 Financials 3.56%
4 Consumer Discretionary 3.3%
5 Healthcare 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$17.6K ﹤0.01%
543
-10
752
$17.6K ﹤0.01%
228
+7
753
$17.5K ﹤0.01%
+234
754
$17.4K ﹤0.01%
+785
755
$17.2K ﹤0.01%
345
+3
756
$17.1K ﹤0.01%
+1,010
757
$17.1K ﹤0.01%
+836
758
$17.1K ﹤0.01%
+1,500
759
$17K ﹤0.01%
1,568
760
$17K ﹤0.01%
1,762
-150
761
$16.9K ﹤0.01%
140
-20
762
$16.7K ﹤0.01%
50
763
$16.6K ﹤0.01%
+800
764
$16.6K ﹤0.01%
+2,460
765
$16.5K ﹤0.01%
200
766
$16.5K ﹤0.01%
216
-27
767
$16.4K ﹤0.01%
410
768
$16.4K ﹤0.01%
313
-14
769
$16.4K ﹤0.01%
+478
770
$16.4K ﹤0.01%
+1,500
771
$16.3K ﹤0.01%
+800
772
$16.3K ﹤0.01%
237
+207
773
$16.3K ﹤0.01%
+557
774
$16.3K ﹤0.01%
206
775
$16.3K ﹤0.01%
130
29 30
31
32 33