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
1276
$5K ﹤0.01%
+57
1277
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+85
1278
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+61
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+110
1281
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+244
1282
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+78
1283
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+270
1284
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+69
1285
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+17
1286
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+553
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+104
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+58
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+115
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+8
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+15
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+59
1297
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+42
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+220
1299
$4K ﹤0.01%
+44
1300
$4K ﹤0.01%
+43