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
1651
$1K ﹤0.01%
+34
1652
$1K ﹤0.01%
+66
1653
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+4
1654
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+6
1655
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+139
1656
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+17
1657
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+21
1658
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+33
1659
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+26
1660
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+22
1661
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+25
1662
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1663
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+171
1664
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+72
1665
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+29
1666
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+17
1667
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+9
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+4
1669
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+21
1670
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+26
1671
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+18
1672
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+15
1673
$1K ﹤0.01%
+168
1674
$1K ﹤0.01%
+4
1675
$1K ﹤0.01%
+56