OAJ
Ogorek Anthony Joseph Portfolio holdings
AUM
$324M
1-Year Return
12.03%
This Quarter Return
-6.61%
1 Year Return
+12.03%
3 Year Return
+48.55%
5 Year Return
+83.88%
10 Year Return
+161.66%
AUM
$122M
AUM Growth
-$7.95M
(-6.1%)
Cap. Flow
+$893K
Cap. Flow
% of AUM
0.73%
Top 10 Holdings %
Top 10 Hldgs %
96.79%
Holding
70
New
4
Increased
16
Reduced
9
Closed
14
Top Buys
Top Sells
| 1 |
Public Storage
PSA
|
$116K |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$70.2K |
| 3 |
iShares S&P 100 ETF
OEF
|
$66.3K |
| 4 |
Vanguard Mid-Cap Value ETF
VOE
|
$47K |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
$46.6K |
Sector Composition
| 1 | Healthcare | 1.95% |
| 2 | Consumer Staples | 0.65% |
| 3 | Technology | 0.52% |
| 4 | Financials | 0.36% |
| 5 | Communication Services | 0.14% |
