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
$148M
AUM Growth
-$2.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$313K
2
+$297K
3
+$228K
4
PANW icon
Palo Alto Networks
PANW
+$135K
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$128K

Top Sells

1
+$3.29M
2
+$1.5M
3
+$1.47M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.08M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$493K

Sector Composition

1 Technology 1.07%
2 Healthcare 0.91%
3 Financials 0.62%
4 Communication Services 0.59%
5 Consumer Discretionary 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$133K 0.09%
1,009
27
$123K 0.08%
1,465
28
$119K 0.08%
4,508
+1,784
29
$100K 0.07%
1,913
-444
30
$90K 0.06%
1,204
+9
31
$84K 0.06%
1,161
32
$67K 0.05%
746
-300
33
$63K 0.04%
572
34
$60K 0.04%
740
35
$59K 0.04%
938
36
$52K 0.04%
12,800
37
$46K 0.03%
750
+480
38
$43K 0.03%
176
+20
39
$42K 0.03%
302
-39
40
$42K 0.03%
314
-75
41
$40K 0.03%
197
42
$34K 0.02%
662
+201
43
$33K 0.02%
237
+37
44
$33K 0.02%
172
45
$33K 0.02%
139
+1
46
$31K 0.02%
164
47
$28K 0.02%
600
+500
48
$28K 0.02%
287
49
$28K 0.02%
194
+30
50
$27K 0.02%
241
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