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
$151M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.63M
3
+$556K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$543K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$129K

Top Sells

1
+$4.06M
2
+$2.92M
3
+$823K
4
VUG icon
Vanguard Growth ETF
VUG
+$451K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$339K

Sector Composition

1 Technology 0.95%
2 Healthcare 0.79%
3 Financials 0.54%
4 Consumer Discretionary 0.4%
5 Communication Services 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1K ﹤0.01%
31
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$0 ﹤0.01%
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158
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159
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-57,113
160
$0 ﹤0.01%
1
161
$0 ﹤0.01%
30
162
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-1,050
3 4 5 6
7