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%
+282
1077
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+241
1078
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+107
1079
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1080
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+224
1081
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+275
1082
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+107
1083
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+254
1084
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+109
1085
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+556
1086
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+126
1087
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1088
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1089
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1090
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+86
1091
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1092
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+57
1095
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+185
1096
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+146
1097
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+274
1098
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+27
1099
$8K ﹤0.01%
+341
1100
$8K ﹤0.01%
+84