OPS
Orion Portfolio Solutions Portfolio holdings
AUM
$10.2B
1-Year Return
6.73%
This Quarter Return
+6.74%
1 Year Return
+6.73%
3 Year Return
+25.66%
5 Year Return
+107.29%
10 Year Return
–
AUM
$1.27B
AUM Growth
–
Cap. Flow
+$1.27B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
41.7%
Holding
2,062
New
2,061
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$103M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$95.5M |
| 3 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$68.9M |
| 4 |
Vanguard Value ETF
VTV
|
$55.8M |
| 5 |
Vanguard Growth ETF
VUG
|
$55.4M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 2.84% |
| 2 | Financials | 2.33% |
| 3 | Industrials | 2.02% |
| 4 | Consumer Staples | 1.68% |
| 5 | Healthcare | 1.53% |
