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
1251
$1.36K ﹤0.01%
46
+17
1252
$1.34K ﹤0.01%
75
+25
1253
$1.33K ﹤0.01%
50
1254
$1.32K ﹤0.01%
+10
1255
$1.32K ﹤0.01%
16
+6
1256
$1.29K ﹤0.01%
10
1257
$1.29K ﹤0.01%
50
1258
$1.26K ﹤0.01%
650
+250
1259
$1.26K ﹤0.01%
60
1260
$1.25K ﹤0.01%
400
1261
$1.24K ﹤0.01%
+18
1262
$1.24K ﹤0.01%
13
1263
$1.23K ﹤0.01%
+35
1264
$1.21K ﹤0.01%
150
1265
$1.2K ﹤0.01%
105
1266
$1.2K ﹤0.01%
17
+8
1267
$1.17K ﹤0.01%
8
1268
$1.17K ﹤0.01%
+3,500
1269
$1.17K ﹤0.01%
35
+14
1270
$1.16K ﹤0.01%
+13
1271
$1.15K ﹤0.01%
5
1272
$1.15K ﹤0.01%
+14
1273
$1.14K ﹤0.01%
40
1274
$1.14K ﹤0.01%
35
+15
1275
$1.13K ﹤0.01%
+13
49 50
51
52 53