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
801
$1.61K ﹤0.01%
46
-74
802
$1.6K ﹤0.01%
6
803
$1.6K ﹤0.01%
15
804
$1.59K ﹤0.01%
244
-401
805
$1.58K ﹤0.01%
47
-326
806
$1.49K ﹤0.01%
152
-2,791
807
$1.49K ﹤0.01%
16
808
$1.49K ﹤0.01%
93
-150
809
$1.47K ﹤0.01%
3
-5
810
$1.41K ﹤0.01%
18
-641
811
$1.4K ﹤0.01%
30
-72
812
$1.4K ﹤0.01%
339
+13
813
$1.39K ﹤0.01%
+55
814
$1.37K ﹤0.01%
+54
815
$1.34K ﹤0.01%
15
-23
816
$1.33K ﹤0.01%
101
-162
817
$1.31K ﹤0.01%
548
818
$1.3K ﹤0.01%
+29
819
$1.29K ﹤0.01%
37
-59
820
$1.29K ﹤0.01%
18
-29
821
$1.28K ﹤0.01%
35
822
$1.24K ﹤0.01%
36
-321
823
$1.21K ﹤0.01%
+47
824
$1.19K ﹤0.01%
75
825
$1.17K ﹤0.01%
27
-43
31 32
33
34 35