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
$167M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$9.01M
3
+$3.5M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.07M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$439K

Top Sells

1
+$11.3M
2
+$9.04M
3
+$100K
4
MDT icon
Medtronic
MDT
+$85.8K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$55K

Sector Composition

1 Technology 1.05%
2 Healthcare 0.81%
3 Communication Services 0.59%
4 Financials 0.51%
5 Consumer Discretionary 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$12K 0.01%
90
102
$11K 0.01%
200
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$11K 0.01%
77
104
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90
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500
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$11K 0.01%
127
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$10K 0.01%
100
108
$10K 0.01%
377
109
$9K 0.01%
236
+3
110
$9K 0.01%
+512
111
$8K ﹤0.01%
164
112
$8K ﹤0.01%
170
113
$8K ﹤0.01%
300
114
$8K ﹤0.01%
100
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$8K ﹤0.01%
138
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$8K ﹤0.01%
46
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$8K ﹤0.01%
100
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$8K ﹤0.01%
135
119
$8K ﹤0.01%
72
120
$7K ﹤0.01%
48
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$7K ﹤0.01%
90
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$7K ﹤0.01%
52
123
$7K ﹤0.01%
211
124
$7K ﹤0.01%
+250
125
$7K ﹤0.01%
50
3 4
5
6 7