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
$148M
AUM Growth
-$2.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$313K
2
+$297K
3
+$228K
4
PANW icon
Palo Alto Networks
PANW
+$135K
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$128K

Top Sells

1
+$3.29M
2
+$1.5M
3
+$1.47M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.08M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$493K

Sector Composition

1 Technology 1.07%
2 Healthcare 0.91%
3 Financials 0.62%
4 Communication Services 0.59%
5 Consumer Discretionary 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1K ﹤0.01%
+59
152
$1K ﹤0.01%
47
153
– –
-488
154
– –
-25
155
$0 ﹤0.01%
30
156
– –
-12
157
$0 ﹤0.01%
+18
158
$0 ﹤0.01%
1
-75
159
$0 ﹤0.01%
13
160
$0 ﹤0.01%
2
161
$0 ﹤0.01%
1
162
– –
-60
163
– –
-3
164
– –
-31
165
$0 ﹤0.01%
30
3 4 5 6
7