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
$128M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$6.25M
3
+$4.67M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.81M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$849K

Top Sells

1
+$7.7M
2
+$5.28M
3
+$5.1M
4
VT icon
Vanguard Total World Stock ETF
VT
+$902K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$60.4K

Sector Composition

1 Technology 0.83%
2 Financials 0.61%
3 Healthcare 0.61%
4 Communication Services 0.42%
5 Consumer Staples 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$20K 0.02%
369
52
$19K 0.01%
107
53
$19K 0.01%
122
54
$19K 0.01%
288
55
$19K 0.01%
684
56
$18K 0.01%
475
+5
57
$18K 0.01%
142
58
$18K 0.01%
325
59
$18K 0.01%
+235
60
$18K 0.01%
363
+1
61
$18K 0.01%
250
62
$17K 0.01%
152
63
$17K 0.01%
104
64
$16K 0.01%
98
65
$15K 0.01%
131
66
$15K 0.01%
+319
67
$15K 0.01%
658
68
$14K 0.01%
305
69
$14K 0.01%
131
70
$14K 0.01%
127
71
$14K 0.01%
58
72
$13K 0.01%
504
73
$13K 0.01%
310
74
$13K 0.01%
+328
75
$13K 0.01%
240
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