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
$167M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$9.01M
3
+$3.5M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.07M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$439K

Top Sells

1
+$11.3M
2
+$9.04M
3
+$100K
4
MDT icon
Medtronic
MDT
+$85.8K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$55K

Sector Composition

1 Technology 1.05%
2 Healthcare 0.81%
3 Communication Services 0.59%
4 Financials 0.51%
5 Consumer Discretionary 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$28K 0.02%
504
52
$27K 0.02%
141
53
$27K 0.02%
100
54
$27K 0.02%
684
55
$26K 0.02%
241
56
$24K 0.01%
153
57
$24K 0.01%
313
58
$23K 0.01%
288
59
$22K 0.01%
594
+6
60
$22K 0.01%
146
61
$22K 0.01%
212
62
$21K 0.01%
169
63
$21K 0.01%
98
64
$21K 0.01%
158
-36
65
$20K 0.01%
142
66
$20K 0.01%
444
-16
67
$20K 0.01%
369
68
$19K 0.01%
107
69
$18K 0.01%
84
70
$18K 0.01%
152
71
$18K 0.01%
504
72
$18K 0.01%
240
73
$18K 0.01%
319
74
$17K 0.01%
+3,500
75
$17K 0.01%
180
1 2
3
4 5