OAJ

Ogorek Anthony Joseph Portfolio holdings

AUM $324M
1-Year Est. Return 12.03%
This Quarter Est. Return
1 Year Est. Return
+12.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
-$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Sells

1 +$10.4M
2 +$1.54M
3 +$1.44M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.38M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$451K

Sector Composition

1 Technology 1.03%
2 Communication Services 0.56%
3 Healthcare 0.53%
4 Financials 0.45%
5 Consumer Discretionary 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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$8K ﹤0.01%
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$5K ﹤0.01%
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