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
851
$4.6K ﹤0.01%
+135
852
$4.55K ﹤0.01%
+12
853
$4.49K ﹤0.01%
+101
854
$4.35K ﹤0.01%
+166
855
$4.26K ﹤0.01%
+2,000
856
$4.13K ﹤0.01%
+102
857
$4.13K ﹤0.01%
+424
858
$4.13K ﹤0.01%
+200
859
$4.1K ﹤0.01%
+25
860
$4.05K ﹤0.01%
+69
861
$4.03K ﹤0.01%
+220
862
$4K ﹤0.01%
+180
863
$4K ﹤0.01%
+210
864
$4K ﹤0.01%
+540
865
$4K ﹤0.01%
+130
866
$4K ﹤0.01%
+38
867
$4K ﹤0.01%
+70
868
$4K ﹤0.01%
+263
869
$4K ﹤0.01%
+561
870
$4K ﹤0.01%
+58
871
$4K ﹤0.01%
+416
872
$4K ﹤0.01%
+131
873
$4K ﹤0.01%
+300
874
$4K ﹤0.01%
+216
875
$4K ﹤0.01%
+243
33 34
35
36 37