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OAJ

Ogorek Anthony Joseph Portfolio holdings

AUM $365M
1-Year Est. Return 18.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$727K
3
+$540K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$299K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$186K

Top Sells

1
+$406K
2
+$317K
3
+$227K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$128K
5
GIS icon
General Mills
GIS
+$18K

Sector Composition

1 Technology 0.78%
2 Financials 0.67%
3 Healthcare 0.57%
4 Consumer Staples 0.45%
5 Communication Services 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4K ﹤0.01%
+140
102
$4K ﹤0.01%
+93
103
$4K ﹤0.01%
100
104
$3K ﹤0.01%
+20
105
$3K ﹤0.01%
+60
106
$3K ﹤0.01%
1,100
107
$3K ﹤0.01%
45
108
$3K ﹤0.01%
+100
109
$3K ﹤0.01%
3
110
$2K ﹤0.01%
50
111
$2K ﹤0.01%
+18
112
$2K ﹤0.01%
40
113
$1K ﹤0.01%
50
-50
114
$1K ﹤0.01%
133
115
$1K ﹤0.01%
+10
116
$1K ﹤0.01%
+12
117
$1K ﹤0.01%
+20
118
$1K ﹤0.01%
20
119
$1K ﹤0.01%
+47
120
$1K ﹤0.01%
+31
121
$0 ﹤0.01%
1
122
$0 ﹤0.01%
30
123
$0 ﹤0.01%
17
124
– –
-364
125
– –
-250
2 3 4
5
6