OP

ORG Partners Portfolio holdings

AUM $568M
1-Year Est. Return 24.16%
This Quarter Est. Return
1 Year Est. Return
+24.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$469M
AUM Growth
+$62.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,688
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$2.87M
3
+$2.87M
4
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$2.71M
5
JMUB icon
JPMorgan Municipal ETF
JMUB
+$2.38M

Top Sells

1
+$4.63M
2
+$2.38M
3
+$1.71M
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$1.48M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.2M

Sector Composition

1 Technology 8.96%
2 Materials 8.91%
3 Financials 4.49%
4 Healthcare 3.52%
5 Industrials 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$1.94K ﹤0.01%
8
+3
1202
$1.93K ﹤0.01%
35
1203
$1.91K ﹤0.01%
4
+2
1204
$1.9K ﹤0.01%
25
1205
$1.89K ﹤0.01%
10
1206
$1.85K ﹤0.01%
+12
1207
$1.85K ﹤0.01%
14
-471
1208
$1.83K ﹤0.01%
+28
1209
$1.82K ﹤0.01%
20
1210
$1.82K ﹤0.01%
+70
1211
$1.82K ﹤0.01%
1,083
1212
$1.81K ﹤0.01%
45
1213
$1.8K ﹤0.01%
6
+2
1214
$1.79K ﹤0.01%
2,000
+1,000
1215
$1.78K ﹤0.01%
120
+60
1216
$1.73K ﹤0.01%
53
+41
1217
$1.73K ﹤0.01%
+65
1218
$1.72K ﹤0.01%
36
1219
$1.72K ﹤0.01%
+52
1220
$1.71K ﹤0.01%
16
1221
$1.71K ﹤0.01%
+24
1222
$1.7K ﹤0.01%
52
1223
$1.68K ﹤0.01%
80
+30
1224
$1.67K ﹤0.01%
20
1225
$1.66K ﹤0.01%
+13
47 48
49
50 51