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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
$9.47B
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,831
New
Increased
Reduced
Closed

Top Buys

1
+$60.6M
2
+$37.3M
3
+$17.8M
4
AAPL icon
Apple
AAPL
+$15.1M
5
BUYW icon
Main BuyWrite ETF
BUYW
+$13.6M

Top Sells

1
+$43.3M
2
+$31.5M
3
+$20.7M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$18.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$16.9M

Sector Composition

1 Technology 11.82%
2 Financials 6.07%
3 Healthcare 5.73%
4 Industrials 4.83%
5 Consumer Discretionary 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1726
– –
-5,545
1727
– –
-5,065
1728
– –
-541,710
1729
– –
-14,528
1730
– –
-12,225
1731
– –
-10,250
1732
– –
-6,904
1733
– –
-6,276
1734
– –
-5,158
1735
– –
-16,992
1736
– –
-15,777
1737
– –
-3,429
1738
– –
-9,848
1739
– –
-31,250
1740
– –
-10,518
1741
– –
-6,316
1742
– –
-12,344
1743
– –
-36,245
1744
– –
-20,000
1745
– –
-4,085
1746
– –
-8,605
1747
– –
-12,898
1748
– –
-6,159
1749
– –
-1,054
1750
– –
-3,545
68 69
70
71 72