OAJ
Ogorek Anthony Joseph Portfolio holdings
AUM
$324M
1-Year Return
12.03%
This Quarter Return
-0.16%
1 Year Return
+12.03%
3 Year Return
+48.55%
5 Year Return
+83.88%
10 Year Return
+161.66%
AUM
$219M
AUM Growth
-$4.21M
(-1.9%)
Cap. Flow
-$1.52M
Cap. Flow
% of AUM
-0.69%
Top 10 Holdings %
Top 10 Hldgs %
73.81%
Holding
236
New
30
Increased
45
Reduced
16
Closed
7
Top Buys
| 1 |
Schwab US Broad Market ETF
SCHB
|
$4.78M |
| 2 |
First Trust Managed Municipal ETF
FMB
|
$202K |
| 3 |
Vanguard Total International Stock ETF
VXUS
|
$154K |
| 4 |
NextEra Energy, Inc.
NEE
|
$151K |
| 5 |
Amazon
AMZN
|
$72.3K |
Top Sells
Sector Composition
| 1 | Healthcare | 4.46% |
| 2 | Technology | 4.11% |
| 3 | Industrials | 3.52% |
| 4 | Consumer Discretionary | 2.68% |
| 5 | Financials | 2% |
