OP
ORG Partners Portfolio holdings
AUM
$469M
This Quarter Return
+7.91%
1 Year Return
+17.82%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$469M
AUM Growth
+$62.6M
(+15%)
Cap. Flow
+$37.8M
Cap. Flow
% of AUM
8.07%
Top 10 Holdings %
Top 10 Hldgs %
27.2%
Holding
1,688
New
262
Increased
583
Reduced
287
Closed
135
Top Buys
Top Sells
| 1 |
FT Vest US Equity Moderate Buffer ETF March
GMAR
|
$4.63M |
| 2 |
VOXR
Vox Royalty Corp
VOXR
|
$2.38M |
| 3 |
ALPS Equal Sector Weight ETF
EQL
|
$1.71M |
| 4 |
First Trust Dorsey Wright Focus 5 ETF
FV
|
$1.48M |
| 5 |
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% |
