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
$136M
AUM Growth
+$7.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$2.12M
3
+$1.04M
4
NVDA icon
NVIDIA
NVDA
+$51K
5
MDT icon
Medtronic
MDT
+$48.5K

Top Sells

1
+$6.25M
2
+$242K
3
+$206K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$74.7K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$63.3K

Sector Composition

1 Technology 0.96%
2 Financials 0.72%
3 Healthcare 0.71%
4 Communication Services 0.43%
5 Consumer Staples 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$109K 0.08%
1,161
27
$107K 0.08%
1,465
28
$87K 0.06%
1,046
29
$86K 0.06%
3,450
-2,178
30
$85K 0.06%
12,200
+7,320
31
$64K 0.05%
572
32
$47K 0.03%
+740
33
$47K 0.03%
+750
34
$47K 0.03%
417
+1
35
$44K 0.03%
398
36
$39K 0.03%
1,050
-100
37
$39K 0.03%
156
+46
38
$32K 0.02%
287
39
$32K 0.02%
197
+75
40
$28K 0.02%
164
+60
41
$28K 0.02%
504
42
$28K 0.02%
108
+50
43
$27K 0.02%
164
44
$27K 0.02%
135
+1
45
$25K 0.02%
+200
46
$23K 0.02%
141
47
$23K 0.02%
153
48
$23K 0.02%
+200
49
$23K 0.02%
+438
50
$22K 0.02%
241
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