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
$339M
AUM Growth
-$278M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,908
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$3.92M
3
+$880K
4
KVLE icon
KraneShares Value Line Dynamic Dividend Equity Index ETF
KVLE
+$648K
5
NVDA icon
NVIDIA
NVDA
+$601K

Top Sells

1
+$25.2M
2
+$25.1M
3
+$20.1M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$13.6M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$11.4M

Sector Composition

1 Technology 9.63%
2 Materials 7.2%
3 Healthcare 6.81%
4 Energy 5.82%
5 Consumer Discretionary 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$2.1K ﹤0.01%
85
-131
777
$2.06K ﹤0.01%
38
778
$2.03K ﹤0.01%
130
779
$1.97K ﹤0.01%
78
-796,216
780
$1.95K ﹤0.01%
230
-331
781
$1.94K ﹤0.01%
67
782
$1.92K ﹤0.01%
+111
783
$1.92K ﹤0.01%
50
784
$1.88K ﹤0.01%
+125
785
$1.88K ﹤0.01%
65
+15
786
$1.83K ﹤0.01%
100
-4,500
787
$1.81K ﹤0.01%
51
-72
788
$1.81K ﹤0.01%
25
789
$1.81K ﹤0.01%
191
-476
790
$1.79K ﹤0.01%
+50
791
$1.78K ﹤0.01%
+50
792
$1.77K ﹤0.01%
110
793
$1.76K ﹤0.01%
+20
794
$1.76K ﹤0.01%
+45
795
$1.76K ﹤0.01%
+400
796
$1.73K ﹤0.01%
55
797
$1.69K ﹤0.01%
15
798
$1.67K ﹤0.01%
208
-332
799
$1.67K ﹤0.01%
115
800
$1.64K ﹤0.01%
15
-1,161
30 31
32
33 34