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
1976
$0 ﹤0.01%
+51
1977
$0 ﹤0.01%
+1
1978
$0 ﹤0.01%
+5
1979
$0 ﹤0.01%
+7
1980
$0 ﹤0.01%
+9
1981
$0 ﹤0.01%
+7
1982
$0 ﹤0.01%
+13
1983
$0 ﹤0.01%
+13
1984
$0 ﹤0.01%
+2
1985
$0 ﹤0.01%
+6
1986
$0 ﹤0.01%
+22
1987
$0 ﹤0.01%
+4
1988
$0 ﹤0.01%
+3
1989
$0 ﹤0.01%
+9
1990
$0 ﹤0.01%
+6
1991
$0 ﹤0.01%
+6
1992
$0 ﹤0.01%
+6
1993
$0 ﹤0.01%
+28
1994
$0 ﹤0.01%
+8
1995
$0 ﹤0.01%
+8
1996
$0 ﹤0.01%
+6
1997
$0 ﹤0.01%
+4
1998
$0 ﹤0.01%
+26
1999
$0 ﹤0.01%
+20
2000
$0 ﹤0.01%
+5