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OAJ

Ogorek Anthony Joseph Portfolio holdings

AUM $365M
1-Year Est. Return 18.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$727K
3
+$540K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$299K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$186K

Top Sells

1
+$406K
2
+$317K
3
+$227K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$128K
5
GIS icon
General Mills
GIS
+$18K

Sector Composition

1 Technology 0.78%
2 Financials 0.67%
3 Healthcare 0.57%
4 Consumer Staples 0.45%
5 Communication Services 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$0 ﹤0.01%
50
127
– –
-300
128
– –
-500
129
$0 ﹤0.01%
500
130
$0 ﹤0.01%
300
131
$0 ﹤0.01%
+12
132
– –
-300
133
$0 ﹤0.01%
+937
134
$0 ﹤0.01%
300
135
$0 ﹤0.01%
30
2 3 4 5
6