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
$148M
AUM Growth
-$2.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$313K
2
+$297K
3
+$228K
4
PANW icon
Palo Alto Networks
PANW
+$135K
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$128K

Top Sells

1
+$3.29M
2
+$1.5M
3
+$1.47M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.08M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$493K

Sector Composition

1 Technology 1.07%
2 Healthcare 0.91%
3 Financials 0.62%
4 Communication Services 0.59%
5 Consumer Discretionary 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$27K 0.02%
536
52
$26K 0.02%
141
53
$26K 0.02%
100
54
$26K 0.02%
504
55
$25K 0.02%
153
56
$25K 0.02%
+230
57
$25K 0.02%
684
58
$25K 0.02%
369
59
$24K 0.02%
460
60
$23K 0.02%
288
61
$22K 0.01%
146
62
$22K 0.01%
212
63
$22K 0.01%
313
64
$22K 0.01%
588
+5
65
$21K 0.01%
169
66
$20K 0.01%
98
67
$19K 0.01%
152
68
$19K 0.01%
107
69
$19K 0.01%
180
70
$19K 0.01%
142
71
$18K 0.01%
65
72
$18K 0.01%
240
73
$18K 0.01%
235
74
$18K 0.01%
245
75
$17K 0.01%
84
1 2
3
4 5