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
$8.1B
AUM Growth
+$5.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,627
New
Increased
Reduced
Closed

Top Buys

1
+$184M
2
+$158M
3
+$81.7M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$79.5M
5
MSFT icon
Microsoft
MSFT
+$76.1M

Top Sells

1
+$106M
2
+$38.4M
3
+$37.3M
4
HDV
iShares Core High Dividend ETF
HDV
+$19.2M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$15.6M

Sector Composition

1 Technology 10.45%
2 Healthcare 6.15%
3 Communication Services 5.99%
4 Financials 5.86%
5 Industrials 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
$6.53K ﹤0.01%
+551
1552
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1553
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1554
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1555
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1556
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1557
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1558
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1559
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1560
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1561
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1562
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1563
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1564
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-9,390
1565
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1566
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1567
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1568
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1569
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1570
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1571
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-29,546
1572
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1573
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1574
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1575
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-16,731
61 62
63
64 65