OAJ
Ogorek Anthony Joseph Portfolio holdings
AUM
$324M
1-Year Return
12.03%
This Quarter Return
+3.88%
1 Year Return
+12.03%
3 Year Return
+48.55%
5 Year Return
+83.88%
10 Year Return
+161.66%
AUM
$103M
AUM Growth
-$5.46M
(-5.1%)
Cap. Flow
-$9.24M
Cap. Flow
% of AUM
-9.01%
Top 10 Holdings %
Top 10 Hldgs %
96.64%
Holding
80
New
9
Increased
9
Reduced
6
Closed
6
Top Buys
| 1 |
Schwab US Broad Market ETF
SCHB
|
$668K |
| 2 |
Vanguard Total World Stock ETF
VT
|
$222K |
| 3 |
Schwab International Equity ETF
SCHF
|
$55.1K |
| 4 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
$38.7K |
| 5 |
iShares US Medical Devices ETF
IHI
|
$10K |
Top Sells
Sector Composition
| 1 | Healthcare | 0.8% |
| 2 | Technology | 0.76% |
| 3 | Financials | 0.68% |
| 4 | Consumer Staples | 0.46% |
| 5 | Communication Services | 0.37% |