OPS

Orion Portfolio Solutions Portfolio holdings

AUM $10.2B
1-Year Est. Return 6.73%
This Quarter Est. Return
1 Year Est. Return
+6.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.27B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,062
New
Increased
Reduced
Closed

Top Buys

1 +$103M
2 +$95.5M
3 +$68.9M
4
VTV icon
Vanguard Value ETF
VTV
+$55.8M
5
VUG icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1076
$8K ﹤0.01%
+222
1077
$8K ﹤0.01%
+3,400
1078
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+729
1079
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+171
1080
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+393
1081
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+523
1082
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+167
1083
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+432
1084
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+173
1085
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+120
1086
$8K ﹤0.01%
+274
1087
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+27
1088
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+341
1089
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+84
1090
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+75
1091
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+162
1092
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+170
1093
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+409
1094
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+282
1095
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+241
1096
$8K ﹤0.01%
+107
1097
$8K ﹤0.01%
+148
1098
$8K ﹤0.01%
+224
1099
$8K ﹤0.01%
+275
1100
$8K ﹤0.01%
+107