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
1626
$1K ﹤0.01%
+12
1627
$1K ﹤0.01%
+6
1628
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+28
1629
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+26
1630
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+13
1631
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+29
1632
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+19
1633
$1K ﹤0.01%
+58
1634
$1K ﹤0.01%
+102
1635
$1K ﹤0.01%
+16
1636
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+9
1637
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+50
1638
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+8
1639
$1K ﹤0.01%
+58
1640
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+56
1641
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+22
1642
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+27
1643
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+33
1644
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+24
1645
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+12
1646
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+22
1647
$1K ﹤0.01%
+13
1648
$1K ﹤0.01%
+37
1649
$1K ﹤0.01%
+63
1650
$1K ﹤0.01%
+397