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
1726
$1K ﹤0.01%
+21
1727
$1K ﹤0.01%
+23
1728
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+19
1729
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+54
1730
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+45
1731
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1732
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+26
1733
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+74
1734
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+32
1735
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+23
1736
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+21
1737
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1738
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+1
1739
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1740
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+37
1741
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+13
1742
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+19
1743
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1744
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+24
1745
$1K ﹤0.01%
+145
1746
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+18
1747
$1K ﹤0.01%
+45
1748
$1K ﹤0.01%
+59
1749
$1K ﹤0.01%
+15
1750
$1K ﹤0.01%
+39