OAJ
Ogorek Anthony Joseph Portfolio holdings
AUM
$324M
This Quarter Return
-11.83%
1 Year Return
+12.03%
3 Year Return
+48.55%
5 Year Return
+83.88%
10 Year Return
+161.66%
AUM
$126M
AUM Growth
+$126M
(-7.4%)
Cap. Flow
+$7.93M
Cap. Flow
% of AUM
6.31%
Top 10 Holdings %
Top 10 Hldgs %
94.14%
Holding
170
New
15
Increased
31
Reduced
12
Closed
9
Top Buys
Top Sells
| 1 |
Vanguard Total International Stock ETF
VXUS
|
$15.9M |
| 2 |
Vanguard Growth ETF
VUG
|
$6.24M |
| 3 |
Schwab Emerging Markets Equity ETF
SCHE
|
$1.77M |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
$1.34M |
| 5 |
Vanguard Total World Stock ETF
VT
|
$644K |
Sector Composition
| 1 | Technology | 0.94% |
| 2 | Healthcare | 0.87% |
| 3 | Financials | 0.75% |
| 4 | Consumer Discretionary | 0.42% |
| 5 | Communication Services | 0.39% |
