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
$616M
AUM Growth
+$206M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,422
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$18.7M
3
+$11.4M
4
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$8.34M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$7.58M

Top Sells

1
+$54.9M
2
+$29.1M
3
+$2.49M
4
PWS icon
Pacer WealthShield ETF
PWS
+$1.53M
5
VDE icon
Vanguard Energy ETF
VDE
+$1.26M

Sector Composition

1 Financials 6.09%
2 Technology 5.68%
3 Healthcare 4.14%
4 Consumer Staples 3.67%
5 Consumer Discretionary 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$8.56K ﹤0.01%
+88
777
$8.55K ﹤0.01%
+160
778
$8.54K ﹤0.01%
+62
779
$8.53K ﹤0.01%
+325
780
$8.5K ﹤0.01%
+225
781
$8.5K ﹤0.01%
+200
782
$8.4K ﹤0.01%
+93
783
$8.23K ﹤0.01%
+100
784
$8.18K ﹤0.01%
+45
785
$8.05K ﹤0.01%
+122
786
$8.02K ﹤0.01%
+50
787
$8.01K ﹤0.01%
+229
788
$8K ﹤0.01%
+800
789
$8K ﹤0.01%
+500
790
$8K ﹤0.01%
+94
791
$7.88K ﹤0.01%
+309
792
$7.86K ﹤0.01%
+333
793
$7.81K ﹤0.01%
+200
794
$7.75K ﹤0.01%
+84
795
$7.74K ﹤0.01%
+50
796
$7.62K ﹤0.01%
+94
797
$7.56K ﹤0.01%
+98
798
$7.56K ﹤0.01%
+71
799
$7.42K ﹤0.01%
+92
800
$7.39K ﹤0.01%
+293
30 31
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