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
$136M
AUM Growth
+$7.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$2.12M
3
+$1.04M
4
NVDA icon
NVIDIA
NVDA
+$51K
5
MDT icon
Medtronic
MDT
+$48.5K

Top Sells

1
+$6.25M
2
+$242K
3
+$206K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$74.7K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$63.3K

Sector Composition

1 Technology 0.96%
2 Financials 0.72%
3 Healthcare 0.71%
4 Communication Services 0.43%
5 Consumer Staples 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$10K 0.01%
+113
102
$10K 0.01%
250
-60
103
$10K 0.01%
+550
104
$10K 0.01%
150
105
$10K 0.01%
135
106
$10K 0.01%
180
107
$9K 0.01%
+1,000
108
$9K 0.01%
178
-400
109
$8K 0.01%
170
110
$8K 0.01%
+455
111
$8K 0.01%
46
112
$8K 0.01%
+211
113
$7K 0.01%
164
114
$7K 0.01%
+111
115
$7K 0.01%
52
116
$7K 0.01%
138
117
$7K 0.01%
80
118
$7K 0.01%
100
119
$6K ﹤0.01%
48
120
$6K ﹤0.01%
103
+1
121
$6K ﹤0.01%
90
122
$6K ﹤0.01%
+25
123
$6K ﹤0.01%
152
124
$6K ﹤0.01%
75
-57
125
$6K ﹤0.01%
75
3 4
5
6 7