OAJ
Ogorek Anthony Joseph Portfolio holdings
AUM
$324M
1-Year Return
12.03%
This Quarter Return
+2.33%
1 Year Return
+12.03%
3 Year Return
+48.55%
5 Year Return
+83.88%
10 Year Return
+161.66%
AUM
$116M
AUM Growth
+$4.43M
(+4%)
Cap. Flow
+$1.95M
Cap. Flow
% of AUM
1.69%
Top 10 Holdings %
Top 10 Hldgs %
96.45%
Holding
83
New
7
Increased
10
Reduced
6
Closed
7
Top Buys
Top Sells
| 1 |
Schwab US Aggregate Bond ETF
SCHZ
|
$1.72M |
| 2 |
Vanguard Consumer Staples ETF
VDC
|
$176K |
| 3 |
iShares Core Moderate Allocation ETF
AOM
|
$145K |
| 4 |
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
|
$105K |
| 5 |
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% |