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
$205M
AUM Growth
+$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$7.8M
3
+$7.37M
4
VTV icon
Vanguard Value ETF
VTV
+$6.9M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$4.31M

Top Sells

1
+$9.4M
2
+$9.18M
3
+$2.67M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.7M
5
MDT icon
Medtronic
MDT
+$203K

Sector Composition

1 Technology 1.07%
2 Healthcare 0.7%
3 Communication Services 0.57%
4 Financials 0.55%
5 Consumer Discretionary 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$23K 0.01%
158
77
$22K 0.01%
78
+20
78
$21K 0.01%
599
+5
79
$21K 0.01%
180
80
$20K 0.01%
142
81
$20K 0.01%
240
82
$20K 0.01%
150
+60
83
$20K 0.01%
98
84
$20K 0.01%
+68
85
$19K 0.01%
84
86
$19K 0.01%
+384
87
$19K 0.01%
504
88
$19K 0.01%
+375
89
$19K 0.01%
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90
$19K 0.01%
134
+1
91
$19K 0.01%
235
92
$18K 0.01%
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93
$18K 0.01%
152
94
$18K 0.01%
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95
$18K 0.01%
107
96
$18K 0.01%
931
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97
$18K 0.01%
319
98
$17K 0.01%
142
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99
$17K 0.01%
65
100
$17K 0.01%
+429
2 3
4
5 6