OAJ
Ogorek Anthony Joseph Portfolio holdings
AUM
$324M
1-Year Return
12.03%
This Quarter Return
+1.42%
1 Year Return
+12.03%
3 Year Return
+48.55%
5 Year Return
+83.88%
10 Year Return
+161.66%
AUM
$128M
AUM Growth
+$13.3M
(+12%)
Cap. Flow
+$11.6M
Cap. Flow
% of AUM
9%
Top 10 Holdings %
Top 10 Hldgs %
93.64%
Holding
147
New
9
Increased
19
Reduced
7
Closed
15
Top Buys
Top Sells
| 1 |
Schwab International Equity ETF
SCHF
|
$7.7M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
$5.28M |
| 3 |
Schwab US Aggregate Bond ETF
SCHZ
|
$5.1M |
| 4 |
Vanguard Total World Stock ETF
VT
|
$902K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$60.4K |
Sector Composition
| 1 | Technology | 0.83% |
| 2 | Financials | 0.61% |
| 3 | Healthcare | 0.61% |
| 4 | Communication Services | 0.42% |
| 5 | Consumer Staples | 0.4% |
