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OAJ

Ogorek Anthony Joseph Portfolio holdings

AUM $365M
1-Year Est. Return 18.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$6.79M
2
+$1.74M
3
+$1.74M
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$1.73M
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$1.73M

Top Sells

1
+$5.54M
2
+$714K
3
+$576K
4
MA icon
Mastercard
MA
+$571K
5
B
Barrick Mining
B
+$541K

Sector Composition

1 Technology 5.5%
2 Healthcare 5.32%
3 Industrials 4.29%
4 Consumer Discretionary 2.47%
5 Financials 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1K ﹤0.01%
+20
252
$1K ﹤0.01%
20
253
$1K ﹤0.01%
50
-750
254
$1K ﹤0.01%
23
255
$1K ﹤0.01%
+150
256
$1K ﹤0.01%
92
257
$1K ﹤0.01%
+100
258
$1K ﹤0.01%
156
259
$1K ﹤0.01%
3,600
260
$0 ﹤0.01%
+8
261
$0 ﹤0.01%
+100
262
$0 ﹤0.01%
+100
263
$0 ﹤0.01%
+30
264
$0 ﹤0.01%
+16
265
– –
-228
266
– –
-12
267
– –
-446
268
$0 ﹤0.01%
+60
269
– –
-275
270
$0 ﹤0.01%
+100
271
$0 ﹤0.01%
10
272
$0 ﹤0.01%
+24
273
– –
0
274
– –
-50
275
$0 ﹤0.01%
4
+1
8 9 10
11
12