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
776
$17.5K ﹤0.01%
350
+310
777
$17.4K ﹤0.01%
+163
778
$17.3K ﹤0.01%
1,568
779
$17.3K ﹤0.01%
1,632
780
$17.3K ﹤0.01%
+795
781
$17.3K ﹤0.01%
1,515
782
$17.2K ﹤0.01%
1,470
783
$17.2K ﹤0.01%
1,672
784
$17.2K ﹤0.01%
+892
785
$17.2K ﹤0.01%
+342
786
$17.1K ﹤0.01%
+221
787
$17.1K ﹤0.01%
+559
788
$17K ﹤0.01%
+70
789
$17K ﹤0.01%
1,716
790
$17K ﹤0.01%
+479
791
$17K ﹤0.01%
133
+122
792
$16.9K ﹤0.01%
2,749
793
$16.7K ﹤0.01%
+400
794
$16.6K ﹤0.01%
1,626
795
$16.6K ﹤0.01%
+54
796
$16.5K ﹤0.01%
+301
797
$16.4K ﹤0.01%
+346
798
$16.3K ﹤0.01%
+14,697
799
$16.3K ﹤0.01%
+217
800
$16.2K ﹤0.01%
68
+51