OAJ
Ogorek Anthony Joseph Portfolio holdings
AUM
$324M
1-Year Return
12.03%
This Quarter Return
+1.19%
1 Year Return
+12.03%
3 Year Return
+48.55%
5 Year Return
+83.88%
10 Year Return
+161.66%
AUM
$133M
AUM Growth
–
Cap. Flow
+$133M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
96.65%
Holding
50
New
50
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total World Stock ETF
VT
|
$43.6M |
| 2 |
Vanguard Mid-Cap Value ETF
VOE
|
$20.5M |
| 3 |
Schwab US Aggregate Bond ETF
SCHZ
|
$17M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$16.7M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$10.8M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 1.9% |
| 2 | Consumer Staples | 0.8% |
| 3 | Technology | 0.47% |
| 4 | Financials | 0.31% |
| 5 | Communication Services | 0.12% |
