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
$167M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$9.01M
3
+$3.5M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.07M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$439K

Top Sells

1
+$11.3M
2
+$9.04M
3
+$100K
4
MDT icon
Medtronic
MDT
+$85.8K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$55K

Sector Composition

1 Technology 1.05%
2 Healthcare 0.81%
3 Communication Services 0.59%
4 Financials 0.51%
5 Consumer Discretionary 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$7K ﹤0.01%
29
127
$7K ﹤0.01%
32
128
$7K ﹤0.01%
25
129
$6K ﹤0.01%
152
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$6K ﹤0.01%
34
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$6K ﹤0.01%
75
132
$5K ﹤0.01%
12
133
$5K ﹤0.01%
93
134
$5K ﹤0.01%
125
135
$5K ﹤0.01%
+9
136
$5K ﹤0.01%
+578
137
$4K ﹤0.01%
107
+1
138
$4K ﹤0.01%
20
139
$4K ﹤0.01%
42
140
$4K ﹤0.01%
308
141
$4K ﹤0.01%
67
142
$4K ﹤0.01%
+40
143
$4K ﹤0.01%
+80
144
$3K ﹤0.01%
25
-75
145
$3K ﹤0.01%
184
-80
146
$3K ﹤0.01%
100
147
$3K ﹤0.01%
+125
148
$3K ﹤0.01%
+115
149
$2K ﹤0.01%
55
150
$2K ﹤0.01%
17
4 5
6
7 8