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
$148M
AUM Growth
-$2.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$313K
2
+$297K
3
+$228K
4
PANW icon
Palo Alto Networks
PANW
+$135K
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$128K

Top Sells

1
+$3.29M
2
+$1.5M
3
+$1.47M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.08M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$493K

Sector Composition

1 Technology 1.07%
2 Healthcare 0.91%
3 Financials 0.62%
4 Communication Services 0.59%
5 Consumer Discretionary 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$11K 0.01%
235
102
$11K 0.01%
90
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$11K 0.01%
114
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$11K 0.01%
127
-8
105
$11K 0.01%
500
106
$9K 0.01%
170
107
$9K 0.01%
46
108
$9K 0.01%
100
109
$9K 0.01%
377
-658
110
$9K 0.01%
72
111
$9K 0.01%
300
112
$8K 0.01%
164
113
$8K 0.01%
20
114
$8K 0.01%
138
115
$8K 0.01%
233
-234
116
$8K 0.01%
211
117
$8K 0.01%
100
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$8K 0.01%
135
119
$7K ﹤0.01%
32
120
$7K ﹤0.01%
48
121
$7K ﹤0.01%
100
-11
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$7K ﹤0.01%
52
123
$7K ﹤0.01%
50
124
$7K ﹤0.01%
29
-856
125
$6K ﹤0.01%
152
3 4
5
6 7