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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
$9.39B
AUM Growth
+$1.29B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,701
New
Increased
Reduced
Closed

Top Buys

1
+$153M
2
+$90.6M
3
+$63.7M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$52.1M
5
USTB icon
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
+$49.6M

Top Sells

1
+$42.5M
2
+$35.6M
3
+$33.2M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$22.1M
5
PSX icon
Phillips 66
PSX
+$19.8M

Sector Composition

1 Technology 10.14%
2 Healthcare 6.46%
3 Financials 5.83%
4 Industrials 4.78%
5 Consumer Discretionary 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1626
– –
-2,066
1627
– –
-12,125
1628
– –
-10,082
1629
– –
-5,973
1630
– –
-7,475
1631
– –
-11,887
1632
– –
-1,774
1633
– –
-3,586
1634
– –
-1,813
1635
– –
-551
1636
– –
-24,655
1637
– –
-8,563
1638
– –
-5,553
1639
– –
-4,130
1640
– –
-17,782
1641
– –
-1,867
1642
– –
-86,206
1643
– –
-85,093
1644
– –
-11,712
1645
– –
-96,339
1646
– –
-18,320
1647
– –
-3,872
1648
– –
-2,298
1649
– –
-9,507
1650
– –
-12,389
64 65
66
67 68