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
1751
$1K ﹤0.01%
+24
1752
$1K ﹤0.01%
+81
1753
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+14
1754
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1755
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+2
1756
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1757
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+30
1758
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+5
1759
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+20
1760
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+69
1761
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+12
1762
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1764
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1765
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+8
1766
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+58
1767
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1768
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+63
1769
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+397
1770
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+34
1771
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+66
1772
$1K ﹤0.01%
+17
1773
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+6
1774
$1K ﹤0.01%
+139
1775
$1K ﹤0.01%
+17