OAJ

Ogorek Anthony Joseph Portfolio holdings

AUM $364M
1-Year Est. Return 17.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$187M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$7.73M
2
+$1.55M
3
+$612K
4
IHI icon
iShares US Medical Devices ETF
IHI
+$476K
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$470K

Top Sells

1
+$6.7M
2
+$2.86M
3
+$1.72M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.49M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$187K

Sector Composition

1 Healthcare 3.51%
2 Industrials 3.26%
3 Technology 3.23%
4 Financials 1.8%
5 Consumer Discretionary 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$12K 0.01%
+179
127
$12K 0.01%
828
128
$12K 0.01%
249
-10
129
$12K 0.01%
131
130
$12K 0.01%
77
131
$12K 0.01%
1,497
132
$11K 0.01%
414
133
$11K 0.01%
183
134
$10K 0.01%
127
135
$10K 0.01%
68
136
$10K 0.01%
46
137
$10K 0.01%
52
138
$10K 0.01%
244
139
$10K 0.01%
22
140
$9K ﹤0.01%
29
141
$9K ﹤0.01%
138
142
$9K ﹤0.01%
257
143
$9K ﹤0.01%
225
144
$9K ﹤0.01%
306
145
$9K ﹤0.01%
+25
146
$9K ﹤0.01%
100
147
$8K ﹤0.01%
50
148
$8K ﹤0.01%
148
149
$8K ﹤0.01%
24
150
$8K ﹤0.01%
34
4 5
6
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