OAJ
Ogorek Anthony Joseph Portfolio holdings
AUM
$324M
1-Year Return
12.03%
This Quarter Return
+3.32%
1 Year Return
+12.03%
3 Year Return
+48.55%
5 Year Return
+83.88%
10 Year Return
+161.66%
AUM
$108M
AUM Growth
+$11.2M
(+12%)
Cap. Flow
+$7.97M
Cap. Flow
% of AUM
7.38%
Top 10 Holdings %
Top 10 Hldgs %
96.44%
Holding
77
New
8
Increased
9
Reduced
4
Closed
7
Top Buys
| 1 |
Vanguard Total World Stock ETF
VT
|
$5.22M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
$1.93M |
| 3 |
Schwab US Aggregate Bond ETF
SCHZ
|
$712K |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$410K |
| 5 |
AGGP
IQ Enhanced Core Plus Bond U.S. ETF
AGGP
|
$229K |
Top Sells
Sector Composition
| 1 | Healthcare | 0.82% |
| 2 | Technology | 0.68% |
| 3 | Financials | 0.6% |
| 4 | Consumer Staples | 0.45% |
| 5 | Communication Services | 0.33% |
