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
$116M
AUM Growth
+$4.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$948K
3
+$677K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$157K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$66.8K

Top Sells

1
+$1.72M
2
+$176K
3
+$145K
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$105K
5
FTS icon
Fortis
FTS
+$39K

Sector Composition

1 Healthcare 0.74%
2 Technology 0.53%
3 Consumer Staples 0.44%
4 Financials 0.42%
5 Communication Services 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-169
77
$0 ﹤0.01%
30
78
$0 ﹤0.01%
5
1 2 3
4