OAJ

Ogorek Anthony Joseph Portfolio holdings

AUM $364M
1-Year Est. Return 17.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$6.24M
3
+$4.59M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.78M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$835K

Top Sells

1
+$7.92M
2
+$5.25M
3
+$5.1M
4
VT icon
Vanguard Total World Stock ETF
VT
+$918K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$64.8K

Sector Composition

1 Technology 0.83%
2 Financials 0.61%
3 Healthcare 0.61%
4 Communication Services 0.42%
5 Consumer Staples 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$6K ﹤0.01%
+152
102
$6K ﹤0.01%
56
103
$6K ﹤0.01%
52
104
$6K ﹤0.01%
46
105
$6K ﹤0.01%
80
106
$6K ﹤0.01%
100
107
$5K ﹤0.01%
12
108
$5K ﹤0.01%
102
+1
109
$5K ﹤0.01%
42
110
$5K ﹤0.01%
58
111
$5K ﹤0.01%
76
112
$5K ﹤0.01%
75
113
$5K ﹤0.01%
34
114
$5K ﹤0.01%
30
115
$4K ﹤0.01%
32
116
$4K ﹤0.01%
93
117
$4K ﹤0.01%
100
118
$3K ﹤0.01%
100
119
$3K ﹤0.01%
3
120
$2K ﹤0.01%
40
121
$2K ﹤0.01%
55
122
$1K ﹤0.01%
50
123
$1K ﹤0.01%
12
124
$1K ﹤0.01%
18
125
$1K ﹤0.01%
20
2 3 4
5
6