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
$136M
AUM Growth
+$7.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$2.12M
3
+$1.04M
4
NVDA icon
NVIDIA
NVDA
+$51K
5
MDT icon
Medtronic
MDT
+$48.5K

Top Sells

1
+$6.25M
2
+$242K
3
+$206K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$74.7K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$63.3K

Sector Composition

1 Technology 0.96%
2 Financials 0.72%
3 Healthcare 0.71%
4 Communication Services 0.43%
5 Consumer Staples 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$15K 0.01%
+270
77
$15K 0.01%
240
78
$15K 0.01%
319
79
$15K 0.01%
+200
80
$14K 0.01%
504
81
$14K 0.01%
305
82
$14K 0.01%
+570
83
$14K 0.01%
65
84
$14K 0.01%
328
85
$14K 0.01%
131
86
$14K 0.01%
235
87
$13K 0.01%
127
88
$12K 0.01%
84
89
$12K 0.01%
+100
90
$12K 0.01%
77
91
$12K 0.01%
+300
92
$11K 0.01%
200
93
$11K 0.01%
72
94
$11K 0.01%
135
95
$11K 0.01%
227
96
$11K 0.01%
90
97
$11K 0.01%
67
98
$11K 0.01%
+50
99
$11K 0.01%
+100
100
$11K 0.01%
114
2 3
4
5 6