Asset Manager
← All Institutions
ORG Partners LLC
Market Value
$0
-100.0%
Holdings
1,620
-110
New Purchases
0
Added To
0
Closed
1,620
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 85 | $0 | 0% |
| Large Cap | 825 | $0 | 0% |
| Mid Cap | 407 | $0 | 0% |
| Small Cap | 214 | $0 | 0% |
| Micro Cap | 89 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$66.1B
Median Market Cap
$12.9B
Avg P/E
34.0
Median P/E
21.4
Avg Dividend Yield
0.02%
Avg Beta
-0.60
# Stocks
1,186
# ETFs / Funds
434
Top Holdings (1,620 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ALB | —% | — | — | — | -$15K | -105 | -100.0% | SOLD |
| 2 | RHHBY | —% | — | — | — | -$9K | -170 | -100.0% | SOLD |
| 3 | AME | —% | — | — | — | -$41K | -201 | -100.0% | SOLD |
| 4 | ABT | —% | — | — | — | -$1M | -8,679 | -100.0% | SOLD |
| 5 | T | —% | — | — | — | -$370K | -14,890 | -100.0% | SOLD |
| 6 | YUM | —% | — | — | — | -$139K | -917 | -100.0% | SOLD |
| 7 | AVB | —% | — | — | — | -$2K | -11 | -100.0% | SOLD |
| 8 | BDX | —% | — | — | — | -$34K | -175 | -100.0% | SOLD |
| 9 | CPA | —% | — | — | — | -$1K | -10 | -100.0% | SOLD |
| 10 | UAMY | —% | — | — | — | -$5K | -1,075 | -100.0% | SOLD |
| 11 | NVT | —% | — | — | — | -$5K | -53 | -100.0% | SOLD |
| 12 | EXR | —% | — | — | — | -$2K | -17 | -100.0% | SOLD |
| 13 | AR | —% | — | — | — | -$5K | -132 | -100.0% | SOLD |
| 14 | ALL | —% | — | — | — | -$11K | -52 | -100.0% | SOLD |
| 15 | WT | —% | — | — | — | -$12K | -1,000 | -100.0% | SOLD |
| 16 | AMP | —% | — | — | — | -$5K | -10 | -100.0% | SOLD |
| 17 | APAM | —% | — | — | — | -$629 | -15 | -100.0% | SOLD |
| 18 | AFB | —% | — | — | — | -$17K | -1,568 | -100.0% | SOLD |
| 19 | ACN | —% | — | — | — | -$96K | -358 | -100.0% | SOLD |
| 20 | NFG | —% | — | — | — | -$22K | -273 | -100.0% | SOLD |
| 21 | GLW | —% | — | — | — | -$128K | -1,461 | -100.0% | SOLD |
| 22 | CB | —% | — | — | — | -$175K | -561 | -100.0% | SOLD |
| 23 | DIS | —% | — | — | — | -$385K | -3,386 | -100.0% | SOLD |
| 24 | CVX | —% | — | — | — | -$3M | -16,522 | -100.0% | SOLD |
| 25 | AN | —% | — | — | — | -$5K | -23 | -100.0% | SOLD |
| 26 | OC | —% | — | — | — | -$15K | -131 | -100.0% | SOLD |
| 27 | ARMK | —% | — | — | — | -$1K | -31 | -100.0% | SOLD |
| 28 | DY | —% | — | — | — | -$3K | -8 | -100.0% | SOLD |
| 29 | ED | —% | — | — | — | -$104K | -1,047 | -100.0% | SOLD |
| 30 | LYV | —% | — | — | — | -$9K | -65 | -100.0% | SOLD |
| 31 | ALSN | —% | — | — | — | -$13K | -133 | -100.0% | SOLD |
| 32 | AIZ | —% | — | — | — | -$1K | -6 | -100.0% | SOLD |
| 33 | ARES | —% | — | — | — | -$7K | -44 | -100.0% | SOLD |
| 34 | MITSY | —% | — | — | — | -$3K | -5 | -100.0% | SOLD |
| 35 | DECK | —% | — | — | — | -$14K | -131 | -100.0% | SOLD |
| 36 | FLR | —% | — | — | — | -$2K | -58 | -100.0% | SOLD |
| 37 | FDX | —% | — | — | — | -$30K | -105 | -100.0% | SOLD |
| 38 | ALI1.DE | —% | — | — | — | -$2K | -239 | -100.0% | SOLD |
| 39 | EXPD | —% | — | — | — | -$18K | -121 | -100.0% | SOLD |
| 40 | BFAM | —% | — | — | — | -$4K | -44 | -100.0% | SOLD |
| 41 | MTDR | —% | — | — | — | -$12K | -275 | -100.0% | SOLD |
| 42 | JHG | —% | — | — | — | -$3K | -69 | -100.0% | SOLD |
| 43 | CDE | —% | — | — | — | -$12K | -700 | -100.0% | SOLD |
| 44 | UBER | —% | — | — | — | -$593K | -7,253 | -100.0% | SOLD |
| 45 | CVS | —% | — | — | — | -$465K | -5,856 | -100.0% | SOLD |
| 46 | HPE | —% | — | — | — | -$7K | -309 | -100.0% | SOLD |
| 47 | GWRE | —% | — | — | — | -$402 | -2 | -100.0% | SOLD |
| 48 | AA | —% | — | — | — | -$11K | -200 | -100.0% | SOLD |
| 49 | NOW | —% | — | — | — | -$145K | -946 | -100.0% | SOLD |
| 50 | DINO | —% | — | — | — | -$1K | -23 | -100.0% | SOLD |
| 51 | M | —% | — | — | — | -$5K | -245 | -100.0% | SOLD |
| 52 | QXO | —% | — | — | — | -$5K | -245 | -100.0% | SOLD |
| 53 | SA | —% | — | — | — | -$18K | -600 | -100.0% | SOLD |
| 54 | UAA | —% | — | — | — | -$4 | -1 | -100.0% | SOLD |
| 55 | LHX | —% | — | — | — | -$60K | -203 | -100.0% | SOLD |
| 56 | AEM | —% | — | — | — | -$24K | -140 | -100.0% | SOLD |
| 57 | Q | —% | — | — | — | -$5K | -64 | -100.0% | SOLD |
| 58 | AGCO | —% | — | — | — | -$8K | -72 | -100.0% | SOLD |
| 59 | ALV | —% | — | — | — | -$19K | -163 | -100.0% | SOLD |
| 60 | BMY | —% | — | — | — | -$74K | -1,363 | -100.0% | SOLD |
| 61 | XOM | —% | — | — | — | -$2M | -18,479 | -100.0% | SOLD |
| 62 | BEN | —% | — | — | — | -$97K | -4,073 | -100.0% | SOLD |
| 63 | HWM | —% | — | — | — | -$157K | -764 | -100.0% | SOLD |
| 64 | HLT | —% | — | — | — | -$81K | -282 | -100.0% | SOLD |
| 65 | BBVA | —% | — | — | — | -$9K | -400 | -100.0% | SOLD |
| 66 | CUBE | —% | — | — | — | -$2K | -47 | -100.0% | SOLD |
| 67 | CFG | —% | — | — | — | -$22K | -375 | -100.0% | SOLD |
| 68 | EGP | —% | — | — | — | -$6K | -34 | -100.0% | SOLD |
| 69 | NEE | —% | — | — | — | -$282K | -3,515 | -100.0% | SOLD |
| 70 | ALLE | —% | — | — | — | -$159 | -1 | -100.0% | SOLD |
| 71 | AMT | —% | — | — | — | -$128K | -728 | -100.0% | SOLD |
| 72 | SHV | —% | — | — | — | -$700K | -6,360 | -100.0% | SOLD |
| 73 | ABX | —% | — | — | — | -$4K | -500 | -100.0% | SOLD |
| 74 | SGOV | —% | — | — | — | -$586K | -5,840 | -100.0% | SOLD |
| 75 | CMG | —% | — | — | — | -$113K | -3,041 | -100.0% | SOLD |
| 76 | HPI | —% | — | — | — | -$8K | -500 | -100.0% | SOLD |
| 77 | PSX | —% | — | — | — | -$97K | -751 | -100.0% | SOLD |
| 78 | IVZ | —% | — | — | — | -$6K | -225 | -100.0% | SOLD |
| 79 | ZTS | —% | — | — | — | -$26K | -207 | -100.0% | SOLD |
| 80 | THG | —% | — | — | — | -$104K | -568 | -100.0% | SOLD |
| 81 | NTR | —% | — | — | — | -$189K | -3,055 | -100.0% | SOLD |
| 82 | DNOW | —% | — | — | — | -$437 | -33 | -100.0% | SOLD |
| 83 | AIG | —% | — | — | — | -$10K | -112 | -100.0% | SOLD |
| 84 | VEEV | —% | — | — | — | -$25K | -114 | -100.0% | SOLD |
| 85 | D | —% | — | — | — | -$73K | -1,250 | -100.0% | SOLD |
| 86 | DLR | —% | — | — | — | -$155K | -1,003 | -100.0% | SOLD |
| 87 | IQV | —% | — | — | — | -$23K | -100 | -100.0% | SOLD |
| 88 | WY | —% | — | — | — | -$7K | -292 | -100.0% | SOLD |
| 89 | GSBD | —% | — | — | — | -$33K | -3,570 | -100.0% | SOLD |
| 90 | GMED | —% | — | — | — | -$3K | -39 | -100.0% | SOLD |
| 91 | KEYS | —% | — | — | — | -$8K | -37 | -100.0% | SOLD |
| 92 | SCM | —% | — | — | — | -$27K | -2,110 | -100.0% | SOLD |
| 93 | SE | —% | — | — | — | -$20K | -155 | -100.0% | SOLD |
| 94 | HP | —% | — | — | — | -$4K | -135 | -100.0% | SOLD |
| 95 | BRSP | —% | — | — | — | -$73K | -12,967 | -100.0% | SOLD |
| 96 | SPB | —% | — | — | — | -$5K | -79 | -100.0% | SOLD |
| 97 | APD | —% | — | — | — | -$133K | -538 | -100.0% | SOLD |
| 98 | AXTA | —% | — | — | — | -$6K | -173 | -100.0% | SOLD |
| 99 | ARE | —% | — | — | — | -$439 | -9 | -100.0% | SOLD |
| 100 | YPF | —% | — | — | — | -$10K | -275 | -100.0% | SOLD |