OAJ

Ogorek Anthony Joseph Portfolio holdings

AUM $324M
1-Year Est. Return 12.03%
This Quarter Est. Return
1 Year Est. Return
+12.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
-$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$5.47M
3
+$3.87M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$3.77M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$2.73M

Top Sells

1
+$10.4M
2
+$1.54M
3
+$1.44M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.38M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$451K

Sector Composition

1 Technology 1.03%
2 Communication Services 0.56%
3 Healthcare 0.53%
4 Financials 0.45%
5 Consumer Discretionary 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$18K 0.01%
150
77
$17K 0.01%
384
78
$17K 0.01%
235
79
$17K 0.01%
212
80
$17K 0.01%
532
-1,678
81
$17K 0.01%
177
+1
82
$16K 0.01%
493
-240
83
$16K 0.01%
375
84
$16K 0.01%
65
85
$16K 0.01%
240
86
$15K 0.01%
+656
87
$15K 0.01%
200
88
$15K 0.01%
68
89
$15K 0.01%
134
90
$14K 0.01%
152
91
$14K 0.01%
94
92
$14K 0.01%
150
93
$14K 0.01%
107
94
$14K 0.01%
298
95
$14K 0.01%
429
96
$14K 0.01%
319
97
$14K 0.01%
313
98
$13K 0.01%
328
99
$13K 0.01%
200
100
$12K 0.01%
3,500
2 3
4
5 6