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
$146M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$27.9M
2
+$15.3M
3
+$8.89M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$6.64M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.69M

Top Sells

1
+$30.4M
2
+$16.7M
3
+$4.17M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.48M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$97.9K

Sector Composition

1 Healthcare 1.87%
2 Consumer Staples 0.64%
3 Technology 0.49%
4 Financials 0.33%
5 Communication Services 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$0 ﹤0.01%
10
52
– –
-1,994
1 2
3