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
$205M
AUM Growth
+$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$7.8M
3
+$7.37M
4
VTV icon
Vanguard Value ETF
VTV
+$6.9M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$4.31M

Top Sells

1
+$9.4M
2
+$9.18M
3
+$2.67M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.7M
5
MDT icon
Medtronic
MDT
+$203K

Sector Composition

1 Technology 1.07%
2 Healthcare 0.7%
3 Communication Services 0.57%
4 Financials 0.55%
5 Consumer Discretionary 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$17K 0.01%
200
102
$17K 0.01%
371
+2
103
$17K 0.01%
245
104
$16K 0.01%
304
105
$16K 0.01%
+500
106
$16K 0.01%
100
107
$16K 0.01%
291
108
$16K 0.01%
127
109
$15K 0.01%
227
110
$15K 0.01%
320
+150
111
$15K 0.01%
150
112
$15K 0.01%
328
113
$15K 0.01%
298
+205
114
$15K 0.01%
110
+60
115
$15K 0.01%
200
116
$14K 0.01%
+94
117
$14K 0.01%
+306
118
$14K 0.01%
+244
119
$14K 0.01%
+225
120
$14K 0.01%
180
121
$13K 0.01%
570
122
$13K 0.01%
114
123
$12K 0.01%
400
124
$12K 0.01%
+50
125
$12K 0.01%
90
3 4
5
6 7