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
$148M
AUM Growth
-$2.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$313K
2
+$297K
3
+$228K
4
PANW icon
Palo Alto Networks
PANW
+$135K
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$128K

Top Sells

1
+$3.29M
2
+$1.5M
3
+$1.47M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.08M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$493K

Sector Composition

1 Technology 1.07%
2 Healthcare 0.91%
3 Financials 0.62%
4 Communication Services 0.59%
5 Consumer Discretionary 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$17K 0.01%
100
77
$17K 0.01%
133
+1
78
$17K 0.01%
319
79
$16K 0.01%
504
80
$16K 0.01%
1,619
+619
81
$16K 0.01%
100
+75
82
$16K 0.01%
928
+178
83
$16K 0.01%
291
84
$16K 0.01%
200
85
$16K 0.01%
200
86
$15K 0.01%
360
+240
87
$15K 0.01%
131
88
$15K 0.01%
250
89
$14K 0.01%
127
90
$14K 0.01%
58
-50
91
$14K 0.01%
570
92
$14K 0.01%
328
93
$14K 0.01%
368
+2
94
$13K 0.01%
304
95
$12K 0.01%
+200
96
$12K 0.01%
227
97
$12K 0.01%
77
98
$12K 0.01%
610
99
$12K 0.01%
180
100
$11K 0.01%
90
2 3
4
5 6