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
$128M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$6.25M
3
+$4.67M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.81M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$849K

Top Sells

1
+$7.7M
2
+$5.28M
3
+$5.1M
4
VT icon
Vanguard Total World Stock ETF
VT
+$902K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$60.4K

Sector Composition

1 Technology 0.83%
2 Financials 0.61%
3 Healthcare 0.61%
4 Communication Services 0.42%
5 Consumer Staples 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$130K 0.1%
2,340
27
$107K 0.08%
1,161
28
$89K 0.07%
1,465
29
$87K 0.07%
1,046
30
$59K 0.05%
572
31
$45K 0.04%
331
32
$43K 0.03%
1,150
33
$43K 0.03%
398
34
$41K 0.03%
416
-156
35
$33K 0.03%
115
36
$30K 0.02%
578
37
$30K 0.02%
134
+3
38
$28K 0.02%
4,880
+1,400
39
$27K 0.02%
287
40
$25K 0.02%
110
41
$23K 0.02%
141
42
$23K 0.02%
241
43
$23K 0.02%
488
44
$23K 0.02%
164
45
$23K 0.02%
504
46
$22K 0.02%
536
47
$21K 0.02%
212
+152
48
$21K 0.02%
313
49
$20K 0.02%
153
50
$20K 0.02%
146
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