OAJ
Ogorek Anthony Joseph Portfolio holdings
AUM
$324M
1-Year Return
12.03%
This Quarter Return
+0.38%
1 Year Return
+12.03%
3 Year Return
+48.55%
5 Year Return
+83.88%
10 Year Return
+161.66%
AUM
$314M
AUM Growth
+$23M
(+7.9%)
Cap. Flow
+$22.7M
Cap. Flow
% of AUM
7.21%
Top 10 Holdings %
Top 10 Hldgs %
62.38%
Holding
324
New
49
Increased
94
Reduced
55
Closed
16
Top Buys
Top Sells
| 1 |
Vanguard ESG International Stock ETF
VSGX
|
$2.86M |
| 2 |
VanEck Long Muni ETF
MLN
|
$2.53M |
| 3 |
Vanguard Growth ETF
VUG
|
$1.83M |
| 4 |
Schwab US Broad Market ETF
SCHB
|
$1.27M |
| 5 |
FT Vest US Equity Deep Buffer ETF May
DMAY
|
$1.17M |
Sector Composition
| 1 | Technology | 5.86% |
| 2 | Healthcare | 5.77% |
| 3 | Industrials | 1.88% |
| 4 | Communication Services | 1.13% |
| 5 | Consumer Discretionary | 0.89% |
