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
801
$7.34K ﹤0.01%
+57
802
$7.19K ﹤0.01%
+143
803
$7K ﹤0.01%
+150
804
$7K ﹤0.01%
+307
805
$7K ﹤0.01%
+568
806
$7K ﹤0.01%
+75
807
$7K ﹤0.01%
+131
808
$6.98K ﹤0.01%
+104
809
$6.86K ﹤0.01%
+804
810
$6.78K ﹤0.01%
+66
811
$6.67K ﹤0.01%
+177
812
$6.55K ﹤0.01%
+143
813
$6.38K ﹤0.01%
+173
814
$6.36K ﹤0.01%
+230
815
$6.32K ﹤0.01%
+135
816
$6.26K ﹤0.01%
+241
817
$6.2K ﹤0.01%
+126
818
$6.09K ﹤0.01%
+165
819
$6.08K ﹤0.01%
+113
820
$6.05K ﹤0.01%
+522
821
$6K ﹤0.01%
+201
822
$5.98K ﹤0.01%
+368
823
$5.84K ﹤0.01%
+103
824
$5.82K ﹤0.01%
+667
825
$5.79K ﹤0.01%
+320
31 32
33
34 35