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
$261M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$9.75M
2
+$2.35M
3
+$2.34M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$2.22M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.15M

Top Sells

1
+$10.9M
2
+$1.63M
3
+$1.29M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.18M
5
KO icon
Coca-Cola
KO
+$967K

Sector Composition

1 Technology 5.96%
2 Healthcare 5.04%
3 Industrials 3.26%
4 Consumer Discretionary 2.47%
5 Financials 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$32K 0.01%
72
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$32K 0.01%
881
-629
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$30K 0.01%
375
129
$30K 0.01%
68
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$30K 0.01%
110
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$29K 0.01%
325
+55
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$29K 0.01%
84
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$28K 0.01%
107
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$28K 0.01%
590
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-191
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$28K 0.01%
260
-780
138
$27K 0.01%
384
139
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37
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$26K 0.01%
65
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$26K 0.01%
107
-5
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$25K 0.01%
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$24K 0.01%
525
+4
144
$24K 0.01%
200
145
$24K 0.01%
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$23K 0.01%
109
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107
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328
149
$23K 0.01%
142
150
$23K 0.01%
63
4 5
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7 8