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
$116M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$217

Sector Composition

1 Healthcare 0.74%
2 Technology 0.53%
3 Consumer Staples 0.44%
4 Financials 0.42%
5 Communication Services 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$71K 0.06%
1,700
27
$64K 0.06%
594
28
$58K 0.05%
700
29
$57K 0.05%
864
30
$51K 0.04%
1,774
31
$49K 0.04%
1,161
32
$46K 0.04%
4,720
33
$46K 0.04%
388
34
$44K 0.04%
572
35
$36K 0.03%
378
36
$34K 0.03%
313
-2
37
$31K 0.03%
578
38
$30K 0.03%
993
39
$28K 0.02%
126
40
$23K 0.02%
364
41
$17K 0.01%
245
42
$17K 0.01%
325
43
$17K 0.01%
250
44
$16K 0.01%
448
45
$16K 0.01%
300
46
$13K 0.01%
103
47
$12K 0.01%
325
48
$11K 0.01%
495
49
$9K 0.01%
402
50
$8K 0.01%
150
1
2
3