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

Top Buys

1
+$4.98M
2
+$2.12M
3
+$1.04M
4
NVDA icon
NVIDIA
NVDA
+$51K
5
MDT icon
Medtronic
MDT
+$48.5K

Top Sells

1
+$6.25M
2
+$242K
3
+$206K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$74.7K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$63.3K

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%
20
152
$1K ﹤0.01%
47
153
$1K ﹤0.01%
31
154
– –
-1,000
155
– –
-51
156
– –
-325
157
$0 ﹤0.01%
13
158
– –
-103
159
– –
-30
160
– –
-30
3 4 5 6
7