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
$136M
AUM Growth
+$7.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$2.08M
3
+$1.01M
4
LSI
Life Storage, Inc.
LSI
+$48.6K
5
WELL icon
Welltower
WELL
+$47.8K

Top Sells

1
+$6.21M
2
+$240K
3
+$208K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$73.4K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$61.5K

Sector Composition

1 Technology 0.96%
2 Financials 0.72%
3 Healthcare 0.71%
4 Communication Services 0.43%
5 Consumer Staples 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1K ﹤0.01%
47
152
$1K ﹤0.01%
31
153
– –
-1,000
154
– –
-30
155
– –
-51
156
– –
-325
157
$0 ﹤0.01%
13
158
– –
-103
159
– –
-30
3 4 5 6
7