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
1676
$1K ﹤0.01%
+10
1677
$1K ﹤0.01%
+21
1678
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+92
1679
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+32
1680
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+95
1681
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+10
1682
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+98
1683
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+40
1684
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+86
1685
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+80
1686
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+23
1687
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+48
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+60
1689
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+10
1690
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+43
1691
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+2
1692
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+39
1693
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+30
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+5
1695
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+20
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+25
1697
$1K ﹤0.01%
+39
1698
$1K ﹤0.01%
+117
1699
$1K ﹤0.01%
+12
1700
$1K ﹤0.01%
+26