OAJ
Ogorek Anthony Joseph Portfolio holdings
AUM
$324M
1-Year Return
12.03%
This Quarter Return
+5.2%
1 Year Return
+12.03%
3 Year Return
+48.55%
5 Year Return
+83.88%
10 Year Return
+161.66%
AUM
$261M
AUM Growth
+$16.4M
(+6.7%)
Cap. Flow
+$5.01M
Cap. Flow
% of AUM
1.92%
Top 10 Holdings %
Top 10 Hldgs %
49.35%
Holding
297
New
16
Increased
52
Reduced
49
Closed
33
Top Buys
Top Sells
| 1 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$10.9M |
| 2 |
iShares US Medical Devices ETF
IHI
|
$1.63M |
| 3 |
Illinois Tool Works
ITW
|
$1.29M |
| 4 |
Vanguard Growth ETF
VUG
|
$1.18M |
| 5 |
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% |
