OAJ

Ogorek Anthony Joseph Portfolio holdings

AUM $324M
1-Year Est. Return 12.03%
This Quarter Est. Return
1 Year Est. Return
+12.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$7.79M
3
+$578K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$557K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$131K

Top Sells

1
+$4.15M
2
+$2.92M
3
+$825K
4
VUG icon
Vanguard Growth ETF
VUG
+$477K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$356K

Sector Composition

1 Technology 0.95%
2 Healthcare 0.79%
3 Financials 0.54%
4 Consumer Discretionary 0.4%
5 Communication Services 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$10K 0.01%
+500
102
$9K 0.01%
170
103
$9K 0.01%
100
104
$9K 0.01%
300
105
$8K 0.01%
164
106
$8K 0.01%
20
107
$8K 0.01%
111
108
$8K 0.01%
1,000
109
$8K 0.01%
46
110
$8K 0.01%
211
111
$8K 0.01%
100
112
$8K 0.01%
135
113
$8K 0.01%
512
114
$8K 0.01%
72
115
$7K ﹤0.01%
138
116
$7K ﹤0.01%
76
117
$6K ﹤0.01%
32
118
$6K ﹤0.01%
48
119
$6K ﹤0.01%
90
120
$6K ﹤0.01%
152
121
$6K ﹤0.01%
52
122
$6K ﹤0.01%
75
123
$6K ﹤0.01%
50
124
$5K ﹤0.01%
12
125
$5K ﹤0.01%
105
+1
3 4
5
6 7