OAJ

Ogorek Anthony Joseph Portfolio holdings

AUM $324M
1-Year Est. Return 12.03%
This Quarter Est. Return
1 Year Est. Return
+12.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
-$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$5.47M
3
+$3.87M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$3.77M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$2.73M

Top Sells

1
+$10.4M
2
+$1.54M
3
+$1.44M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.38M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$451K

Sector Composition

1 Technology 1.03%
2 Communication Services 0.56%
3 Healthcare 0.53%
4 Financials 0.45%
5 Consumer Discretionary 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$26K 0.01%
172
52
$26K 0.01%
425
53
$25K 0.01%
600
54
$25K 0.01%
684
55
$24K 0.01%
102
+2
56
$24K 0.01%
148
+50
57
$24K 0.01%
504
58
$23K 0.01%
141
59
$23K 0.01%
365
+165
60
$22K 0.01%
237
61
$22K 0.01%
142
62
$21K 0.01%
241
63
$21K 0.01%
425
64
$20K 0.01%
153
65
$20K 0.01%
476
66
$20K 0.01%
520
+200
67
$20K 0.01%
169
68
$20K 0.01%
146
69
$20K 0.01%
533
+288
70
$19K 0.01%
180
71
$19K 0.01%
78
72
$18K 0.01%
84
73
$18K 0.01%
504
74
$18K 0.01%
461
-1
75
$18K 0.01%
288
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3
4 5