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
776
$16.2K ﹤0.01%
401
+200
777
$16K ﹤0.01%
+468
778
$16K ﹤0.01%
236
+48
779
$15.9K ﹤0.01%
502
780
$15.9K ﹤0.01%
503
781
$15.8K ﹤0.01%
852
-40
782
$15.7K ﹤0.01%
46
-9
783
$15.5K ﹤0.01%
46
+3
784
$15.3K ﹤0.01%
785
+11
785
$15.3K ﹤0.01%
1,029
786
$15.3K ﹤0.01%
163
787
$15K ﹤0.01%
200
-297
788
$15K ﹤0.01%
177
+100
789
$14.9K ﹤0.01%
+150
790
$14.7K ﹤0.01%
+214
791
$14.7K ﹤0.01%
460
+12
792
$14.6K ﹤0.01%
493
-2,040
793
$14.5K ﹤0.01%
229
-25
794
$14.4K ﹤0.01%
291
+1
795
$14.3K ﹤0.01%
22
796
$14.3K ﹤0.01%
247
-4
797
$14.2K ﹤0.01%
401
+1
798
$14.2K ﹤0.01%
+500
799
$14.2K ﹤0.01%
+150
800
$14.2K ﹤0.01%
216
+1
30 31
32
33 34