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
$167M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$9.01M
3
+$3.5M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.07M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$439K

Top Sells

1
+$11.3M
2
+$9.04M
3
+$100K
4
MDT icon
Medtronic
MDT
+$85.8K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$55K

Sector Composition

1 Technology 1.05%
2 Healthcare 0.81%
3 Communication Services 0.59%
4 Financials 0.51%
5 Consumer Discretionary 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$17K 0.01%
133
77
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235
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$17K 0.01%
200
79
$17K 0.01%
245
80
$16K 0.01%
360
81
$16K 0.01%
930
+2
82
$16K 0.01%
291
83
$16K 0.01%
127
84
$16K 0.01%
+400
85
$15K 0.01%
369
+1
86
$15K 0.01%
200
87
$15K 0.01%
65
88
$15K 0.01%
100
89
$14K 0.01%
227
90
$14K 0.01%
1,629
+10
91
$14K 0.01%
328
92
$14K 0.01%
250
93
$13K 0.01%
304
94
$13K 0.01%
570
95
$13K 0.01%
+150
96
$13K 0.01%
180
97
$12K 0.01%
114
98
$12K 0.01%
58
99
$12K 0.01%
610
100
$12K 0.01%
131
2 3
4
5 6