OAJ

Ogorek Anthony Joseph Portfolio holdings

AUM $350M
1-Year Est. Return 13.88%
This Quarter Est. Return
1 Year Est. Return
+13.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$350M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1 +$1.83M
2 +$1.04M
3 +$846K
4
YJUN icon
FT Vest International Equity Buffer ETF June
YJUN
+$689K
5
JPM icon
JPMorgan Chase
JPM
+$325K

Sector Composition

1 Technology 6.56%
2 Healthcare 6.28%
3 Financials 3.38%
4 Industrials 2.25%
5 Communication Services 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EXPE icon
426
Expedia Group
EXPE
$31.7B
$8K ﹤0.01%
39
GPC icon
427
Genuine Parts
GPC
$18.1B
$8K ﹤0.01%
63
HCA icon
428
HCA Healthcare
HCA
$115B
$8K ﹤0.01%
21
IQV icon
429
IQVIA
IQV
$38.9B
$8K ﹤0.01%
44
+28
KD icon
430
Kyndryl
KD
$5.92B
$8K ﹤0.01%
274
MCHP icon
431
Microchip Technology
MCHP
$28.9B
$8K ﹤0.01%
126
+4
PLTR icon
432
Palantir
PLTR
$399B
$8K ﹤0.01%
49
+10
WRB icon
433
W.R. Berkley
WRB
$27.7B
$8K ﹤0.01%
108
ZM icon
434
Zoom
ZM
$25.2B
$8K ﹤0.01%
98
+31
BA icon
435
Boeing
BA
$142B
$7K ﹤0.01%
33
-16
CF icon
436
CF Industries
CF
$12.4B
$7K ﹤0.01%
84
EFG icon
437
iShares MSCI EAFE Growth ETF
EFG
$9.38B
$7K ﹤0.01%
65
EQIX icon
438
Equinix
EQIX
$72B
$7K ﹤0.01%
10
-5
IP icon
439
International Paper
IP
$20.7B
$7K ﹤0.01%
171
-20
KKR icon
440
KKR & Co
KKR
$109B
$7K ﹤0.01%
57
+4
KMB icon
441
Kimberly-Clark
KMB
$36B
$7K ﹤0.01%
60
-41
LNC icon
442
Lincoln National
LNC
$7.76B
$7K ﹤0.01%
174
MBB icon
443
iShares MBS ETF
MBB
$39.1B
$7K ﹤0.01%
75
+1
MDLZ icon
444
Mondelez International
MDLZ
$72.8B
$7K ﹤0.01%
126
-22
MOAT icon
445
VanEck Morningstar Wide Moat ETF
MOAT
$12.7B
$7K ﹤0.01%
75
-100
PHM icon
446
Pultegroup
PHM
$24.8B
$7K ﹤0.01%
53
+40
PSA icon
447
Public Storage
PSA
$47.6B
$7K ﹤0.01%
27
+3
ROK icon
448
Rockwell Automation
ROK
$43.8B
$7K ﹤0.01%
22
+1
SLB icon
449
SLB Ltd
SLB
$54.7B
$7K ﹤0.01%
211
-117
TER icon
450
Teradyne
TER
$28.1B
$7K ﹤0.01%
52