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
$737M
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,394
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$11.3M
3
+$8.63M
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$7.92M
5
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$7.4M

Top Sells

1
+$2.57M
2
+$1.86M
3
+$1.47M
4
OILK icon
ProShares K-1 Free Crude Oil Strategy ETF
OILK
+$1.41M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.31M

Sector Composition

1 Technology 6.98%
2 Materials 4.4%
3 Financials 3.56%
4 Consumer Discretionary 3.3%
5 Healthcare 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$9.58K ﹤0.01%
121
+1
877
$9.57K ﹤0.01%
+314
878
$9.51K ﹤0.01%
100
879
$9.46K ﹤0.01%
1,083
880
$9.4K ﹤0.01%
57
881
$9.37K ﹤0.01%
15
882
$9.24K ﹤0.01%
+78
883
$9.18K ﹤0.01%
176
884
$9.18K ﹤0.01%
103
-1
885
$9.05K ﹤0.01%
+820
886
$8.98K ﹤0.01%
227
-13,634
887
$8.96K ﹤0.01%
500
888
$8.95K ﹤0.01%
59
+9
889
$8.9K ﹤0.01%
24
890
$8.86K ﹤0.01%
87
+83
891
$8.81K ﹤0.01%
603
-940
892
$8.74K ﹤0.01%
+346
893
$8.71K ﹤0.01%
787
894
$8.58K ﹤0.01%
100
895
$8.57K ﹤0.01%
110
-630
896
$8.56K ﹤0.01%
505
+5
897
$8.5K ﹤0.01%
200
898
$8.37K ﹤0.01%
50
-1
899
$8.34K ﹤0.01%
255
900
$8.34K ﹤0.01%
167
-299
34 35
36
37 38