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
826
$12.9K ﹤0.01%
1,116
+1,033
827
$12.9K ﹤0.01%
+589
828
$12.9K ﹤0.01%
+285
829
$12.7K ﹤0.01%
+169
830
$12.6K ﹤0.01%
+305
831
$12.3K ﹤0.01%
1,500
832
$12.3K ﹤0.01%
+198
833
$12.1K ﹤0.01%
+325
834
$12.1K ﹤0.01%
202
+181
835
$12.1K ﹤0.01%
33
+31
836
$12K ﹤0.01%
+179
837
$12K ﹤0.01%
+202
838
$11.9K ﹤0.01%
+400
839
$11.8K ﹤0.01%
+337
840
$11.7K ﹤0.01%
+215
841
$11.7K ﹤0.01%
+353
842
$11.6K ﹤0.01%
1,618
843
$11.6K ﹤0.01%
1,151
844
$11.5K ﹤0.01%
+809
845
$11.4K ﹤0.01%
+290
846
$11.2K ﹤0.01%
+26
847
$10.9K ﹤0.01%
+96
848
$10.9K ﹤0.01%
981
849
$10.9K ﹤0.01%
254
850
$10.8K ﹤0.01%
1,058