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
$167M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$9.01M
3
+$3.5M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.07M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$439K

Top Sells

1
+$11.3M
2
+$9.04M
3
+$100K
4
MDT icon
Medtronic
MDT
+$85.8K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$55K

Sector Composition

1 Technology 1.05%
2 Healthcare 0.81%
3 Communication Services 0.59%
4 Financials 0.51%
5 Consumer Discretionary 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$140K 0.08%
1,009
27
$135K 0.08%
3,984
28
$122K 0.07%
1,465
29
$90K 0.05%
1,211
+7
30
$87K 0.05%
1,161
31
$72K 0.04%
640
+410
32
$68K 0.04%
746
33
$67K 0.04%
572
34
$65K 0.04%
938
35
$58K 0.03%
650
-90
36
$55K 0.03%
12,800
37
$54K 0.03%
750
38
$43K 0.03%
176
39
$43K 0.03%
314
40
$42K 0.03%
197
41
$41K 0.02%
+310
42
$39K 0.02%
303
+1
43
$34K 0.02%
172
44
$34K 0.02%
164
45
$34K 0.02%
140
+1
46
$31K 0.02%
287
47
$31K 0.02%
536
48
$30K 0.02%
237
49
$30K 0.02%
600
50
$29K 0.02%
663
+1
1
2
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