OAJ
Ogorek Anthony Joseph Portfolio holdings
AUM
$324M
1-Year Return
12.03%
This Quarter Return
-5.01%
1 Year Return
+12.03%
3 Year Return
+48.55%
5 Year Return
+83.88%
10 Year Return
+161.66%
AUM
$244M
AUM Growth
+$9.93M
(+4.2%)
Cap. Flow
+$25.7M
Cap. Flow
% of AUM
10.54%
Top 10 Holdings %
Top 10 Hldgs %
61.78%
Holding
296
New
30
Increased
51
Reduced
23
Closed
24
Top Buys
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
$18.6M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
$18.5M |
| 3 |
iShares Cybersecurity and Tech ETF
IHAK
|
$6.6M |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
$4.6M |
| 5 |
iShares Expanded Tech-Software Sector ETF
IGV
|
$2.07M |
Sector Composition
| 1 | Technology | 4.95% |
| 2 | Healthcare | 4.57% |
| 3 | Industrials | 3.87% |
| 4 | Consumer Discretionary | 2.31% |
| 5 | Financials | 2.12% |
