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
926
$2.96K ﹤0.01%
+1,500
927
$2.92K ﹤0.01%
+403
928
$2.88K ﹤0.01%
+200
929
$2.83K ﹤0.01%
+109
930
$2.83K ﹤0.01%
+73
931
$2.82K ﹤0.01%
+100
932
$2.79K ﹤0.01%
+11
933
$2.7K ﹤0.01%
+1,150
934
$2.68K ﹤0.01%
+59
935
$2.63K ﹤0.01%
+69
936
$2.63K ﹤0.01%
+321
937
$2.6K ﹤0.01%
+29
938
$2.6K ﹤0.01%
+16
939
$2.56K ﹤0.01%
+112
940
$2.55K ﹤0.01%
+50
941
$2.44K ﹤0.01%
+133
942
$2.42K ﹤0.01%
+500
943
$2.39K ﹤0.01%
+55
944
$2.34K ﹤0.01%
+15
945
$2.33K ﹤0.01%
+40
946
$2.31K ﹤0.01%
+85
947
$2.26K ﹤0.01%
+50
948
$2.18K ﹤0.01%
+53
949
$2.17K ﹤0.01%
+130
950
$2.15K ﹤0.01%
+25
36 37
38
39 40