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OAJ

Ogorek Anthony Joseph Portfolio holdings

AUM $365M
1-Year Est. Return 18.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
+$4.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$953K
3
+$674K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$154K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$67.1K

Top Sells

1
+$1.72M
2
+$180K
3
+$146K
4
BWX icon
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
+$105K
5
HD icon
Home Depot
HD
+$22K

Sector Composition

1 Healthcare 0.74%
2 Technology 0.53%
3 Consumer Staples 0.44%
4 Financials 0.42%
5 Communication Services 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8K 0.01%
135
52
$7K 0.01%
1,000
53
$6K 0.01%
159
54
$6K 0.01%
150
55
$6K 0.01%
68
56
$5K ﹤0.01%
100
57
$5K ﹤0.01%
100
58
$5K ﹤0.01%
60
59
$3K ﹤0.01%
106
60
$2K ﹤0.01%
84
61
$2K ﹤0.01%
40
62
$2K ﹤0.01%
50
63
$2K ﹤0.01%
+100
64
$1K ﹤0.01%
50
65
$1K ﹤0.01%
20
66
$1K ﹤0.01%
+150
67
– –
-3,684
68
– –
-178
69
$0 ﹤0.01%
30
70
– –
-173
71
– –
-103
72
$0 ﹤0.01%
+300
73
– –
-90
74
– –
-169
75
$0 ﹤0.01%
30
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3
4