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
$128M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$6.25M
3
+$4.67M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.81M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$849K

Top Sells

1
+$7.7M
2
+$5.28M
3
+$5.1M
4
VT icon
Vanguard Total World Stock ETF
VT
+$902K
5
VWO icon
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%
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%
30
108
$5K ﹤0.01%
12
109
$5K ﹤0.01%
102
+1
110
$5K ﹤0.01%
42
111
$5K ﹤0.01%
58
112
$5K ﹤0.01%
76
113
$5K ﹤0.01%
75
114
$5K ﹤0.01%
34
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%
55
121
$2K ﹤0.01%
3
-7
122
$2K ﹤0.01%
40
123
$1K ﹤0.01%
50
124
$1K ﹤0.01%
12
125
$1K ﹤0.01%
18
2 3 4
5
6