We are live on ! Find out more
OPS

Orion Portfolio Solutions Portfolio holdings

AUM $10.2B
1-Year Est. Return 6.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.72B
AUM Growth
+$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.57%
2 Financials 2.96%
3 Healthcare 2.34%
4 Communication Services 2.22%
5 Consumer Discretionary 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
-11,361
652
-6,639
653
-6,764
654
-2,242
655
-5,573
656
-13,530
657
-7,501
658
-13,531
659
-8,645
660
-4,862
661
-510,310
662
-2,525
663
-4,865
664
-1,663
665
-4,565
666
-6,307
667
-508
668
-31,931
669
-23,620
670
-20,374
671
-10,710
672
-2,000
673
-2,815
674
-15,211
675
-4,281