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
$804M
AUM Growth
+$751M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,851
New
Increased
Reduced
Closed

Top Buys

1 +$34.4M
2 +$26.5M
3 +$25.6M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$23.7M
5
DRSK icon
Aptus Defined Risk ETF
DRSK
+$20.9M

Top Sells

1 +$60K
2 +$60K
3 +$55.6K
4
TTE icon
TotalEnergies
TTE
+$50.2K
5
CPB icon
Campbell Soup
CPB
+$47.5K

Sector Composition

1 Technology 7.14%
2 Materials 4.96%
3 Financials 4.88%
4 Healthcare 3.63%
5 Energy 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
826
$13K ﹤0.01%
+450
827
$12.9K ﹤0.01%
1,116
+1,033
828
$12.9K ﹤0.01%
+589
829
$12.9K ﹤0.01%
+285
830
$12.7K ﹤0.01%
+169
831
$12.6K ﹤0.01%
+305
832
$12.3K ﹤0.01%
1,500
833
$12.3K ﹤0.01%
+198
834
$12.1K ﹤0.01%
+325
835
$12.1K ﹤0.01%
202
+181
836
$12.1K ﹤0.01%
33
+31
837
$12K ﹤0.01%
+179
838
$12K ﹤0.01%
+202
839
$11.9K ﹤0.01%
+400
840
$11.8K ﹤0.01%
+337
841
$11.7K ﹤0.01%
+215
842
$11.7K ﹤0.01%
+353
843
$11.6K ﹤0.01%
1,618
844
$11.6K ﹤0.01%
1,151
845
$11.5K ﹤0.01%
+809
846
$11.4K ﹤0.01%
+290
847
$11.2K ﹤0.01%
+26
848
$10.9K ﹤0.01%
+96
849
$10.9K ﹤0.01%
981
850
$10.9K ﹤0.01%
254