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
$128M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$6.25M
3
+$4.67M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.81M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$849K

Top Sells

1
+$7.7M
2
+$5.28M
3
+$5.1M
4
VT icon
Vanguard Total World Stock ETF
VT
+$902K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$60.4K

Sector Composition

1 Technology 0.83%
2 Financials 0.61%
3 Healthcare 0.61%
4 Communication Services 0.42%
5 Consumer Staples 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$13K 0.01%
+235
77
$12K 0.01%
84
78
$12K 0.01%
65
79
$11K 0.01%
1,000
80
$11K 0.01%
227
81
$11K 0.01%
103
82
$10K 0.01%
72
83
$10K 0.01%
51
84
$10K 0.01%
77
85
$10K 0.01%
90
+80
86
$10K 0.01%
132
+1
87
$10K 0.01%
135
88
$10K 0.01%
180
89
$10K 0.01%
72
90
$10K 0.01%
135
91
$9K 0.01%
114
92
$9K 0.01%
200
93
$8K 0.01%
+67
94
$8K 0.01%
138
95
$7K 0.01%
164
96
$7K 0.01%
170
97
$7K 0.01%
+150
98
$6K ﹤0.01%
48
99
$6K ﹤0.01%
90
100
$6K ﹤0.01%
308
2 3
4
5 6