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
$116M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$217

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
$0 ﹤0.01%
30
68
$0 ﹤0.01%
17
69
$0 ﹤0.01%
300
70
$0 ﹤0.01%
30
71
$0 ﹤0.01%
5
1 2
3