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
$350M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1 +$1.83M
2 +$1.04M
3 +$846K
4
YJUN icon
FT Vest International Equity Buffer ETF June
YJUN
+$689K
5
JPM icon
JPMorgan Chase
JPM
+$325K

Sector Composition

1 Technology 6.56%
2 Healthcare 6.28%
3 Financials 3.38%
4 Industrials 2.25%
5 Communication Services 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
XYZ
476
Block Inc
XYZ
$40.4B
$6K ﹤0.01%
84
+4
AAP icon
477
Advance Auto Parts
AAP
$3.21B
$5K ﹤0.01%
+90
ABNB icon
478
Airbnb
ABNB
$72.2B
$5K ﹤0.01%
44
+2
ALLY icon
479
Ally Financial
ALLY
$12.9B
$5K ﹤0.01%
129
AMCR icon
480
Amcor
AMCR
$19.8B
$5K ﹤0.01%
645
-222
AN icon
481
AutoNation
AN
$7.75B
$5K ﹤0.01%
23
APP icon
482
Applovin
APP
$209B
$5K ﹤0.01%
7
ARE icon
483
Alexandria Real Estate Equities
ARE
$9.2B
$5K ﹤0.01%
67
+4
BALL icon
484
Ball Corp
BALL
$13.3B
$5K ﹤0.01%
108
+17
BAX icon
485
Baxter International
BAX
$9.82B
$5K ﹤0.01%
224
-55
BG icon
486
Bunge Global
BG
$18.7B
$5K ﹤0.01%
67
CBRE icon
487
CBRE Group
CBRE
$48B
$5K ﹤0.01%
34
+2
CDW icon
488
CDW
CDW
$18.8B
$5K ﹤0.01%
36
CHRW icon
489
C.H. Robinson
CHRW
$19.2B
$5K ﹤0.01%
41
+20
EQR icon
490
Equity Residential
EQR
$23.6B
$5K ﹤0.01%
91
EXPD icon
491
Expeditors International
EXPD
$19.8B
$5K ﹤0.01%
41
HUBS icon
492
HubSpot
HUBS
$19.7B
$5K ﹤0.01%
12
KDP icon
493
Keurig Dr Pepper
KDP
$38.3B
$5K ﹤0.01%
232
-8
LEA icon
494
Lear
LEA
$5.68B
$5K ﹤0.01%
51
MKL icon
495
Markel Group
MKL
$26.3B
$5K ﹤0.01%
3
NDAQ icon
496
Nasdaq
NDAQ
$51.4B
$5K ﹤0.01%
57
-59
NRG icon
497
NRG Energy
NRG
$31.8B
$5K ﹤0.01%
34
+1
ON icon
498
ON Semiconductor
ON
$20.4B
$5K ﹤0.01%
116
PVH icon
499
PVH
PVH
$4.15B
$5K ﹤0.01%
64
SIRI icon
500
SiriusXM
SIRI
$7.04B
$5K ﹤0.01%
221
+46