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
$128M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$6.25M
3
+$4.67M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.81M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$849K

Top Sells

1
+$7.7M
2
+$5.28M
3
+$5.1M
4
VT icon
Vanguard Total World Stock ETF
VT
+$902K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$60.4K

Sector Composition

1 Technology 0.83%
2 Financials 0.61%
3 Healthcare 0.61%
4 Communication Services 0.42%
5 Consumer Staples 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1K ﹤0.01%
20
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$0 ﹤0.01%
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$0 ﹤0.01%
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$0 ﹤0.01%
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6