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
1276
$1.13K ﹤0.01%
60
+40
1277
$1.1K ﹤0.01%
55
-115
1278
$1.09K ﹤0.01%
418
+11
1279
$1.09K ﹤0.01%
10
1280
$1.09K ﹤0.01%
21
-56
1281
$1.08K ﹤0.01%
2
+1
1282
$1.07K ﹤0.01%
25
1283
$1.06K ﹤0.01%
37
-79
1284
$1.06K ﹤0.01%
7
-53
1285
$1.05K ﹤0.01%
7
+2
1286
$1.05K ﹤0.01%
20
1287
$1.03K ﹤0.01%
6
1288
$1.02K ﹤0.01%
+10
1289
$1.01K ﹤0.01%
+100
1290
$1.01K ﹤0.01%
+3
1291
$1K ﹤0.01%
20
1292
$991 ﹤0.01%
47
1293
$983 ﹤0.01%
+9
1294
$976 ﹤0.01%
+6
1295
$975 ﹤0.01%
48
1296
$971 ﹤0.01%
+46
1297
$968 ﹤0.01%
23
-19
1298
$964 ﹤0.01%
+12
1299
$963 ﹤0.01%
28
1300
$949 ﹤0.01%
46
50 51
52
53 54