OAJ

Ogorek Anthony Joseph Portfolio holdings

AUM $364M
1-Year Est. Return 17.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
+$7.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$2.08M
3
+$1.01M
4
LSI
Life Storage, Inc.
LSI
+$48.6K
5
WELL icon
Welltower
WELL
+$47.8K

Top Sells

1
+$6.21M
2
+$240K
3
+$208K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$73.4K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$61.5K

Sector Composition

1 Technology 0.96%
2 Financials 0.72%
3 Healthcare 0.71%
4 Communication Services 0.43%
5 Consumer Staples 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$22K 0.02%
47
-68
52
$22K 0.02%
142
53
$22K 0.02%
536
54
$22K 0.02%
212
55
$22K 0.02%
313
56
$22K 0.02%
369
57
$21K 0.02%
107
58
$21K 0.02%
+180
59
$21K 0.02%
288
60
$21K 0.02%
847
+189
61
$21K 0.02%
684
62
$20K 0.01%
488
63
$20K 0.01%
152
64
$20K 0.01%
146
65
$20K 0.01%
146
+90
66
$20K 0.01%
+245
67
$19K 0.01%
122
+50
68
$19K 0.01%
235
69
$18K 0.01%
500
70
$17K 0.01%
131
71
$17K 0.01%
364
+1
72
$17K 0.01%
98
73
$16K 0.01%
+350
74
$16K 0.01%
480
+5
75
$16K 0.01%
+100
1 2
3
4 5