OAJ
Ogorek Anthony Joseph Portfolio holdings
AUM
$324M
1-Year Return
12.03%
This Quarter Return
-4.3%
1 Year Return
+12.03%
3 Year Return
+48.55%
5 Year Return
+83.88%
10 Year Return
+161.66%
AUM
$210M
AUM Growth
-$7.1M
(-3.3%)
Cap. Flow
+$2.71M
Cap. Flow
% of AUM
1.29%
Top 10 Holdings %
Top 10 Hldgs %
58.83%
Holding
223
New
4
Increased
42
Reduced
16
Closed
3
Top Buys
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
$378K |
| 2 |
Schwab US Aggregate Bond ETF
SCHZ
|
$210K |
| 3 |
Schwab US Broad Market ETF
SCHB
|
$177K |
| 4 |
Global X US Infrastructure Development ETF
PAVE
|
$59K |
| 5 |
Blackrock
BLK
|
$39.6K |
Sector Composition
| 1 | Healthcare | 6.18% |
| 2 | Technology | 5.2% |
| 3 | Industrials | 4.46% |
| 4 | Financials | 2.69% |
| 5 | Consumer Discretionary | 2.53% |
