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
$205M
AUM Growth
+$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$7.8M
3
+$7.37M
4
VTV icon
Vanguard Value ETF
VTV
+$6.9M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$4.31M

Top Sells

1
+$9.4M
2
+$9.18M
3
+$2.67M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.7M
5
MDT icon
Medtronic
MDT
+$203K

Sector Composition

1 Technology 1.07%
2 Healthcare 0.7%
3 Communication Services 0.57%
4 Financials 0.55%
5 Consumer Discretionary 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$8K ﹤0.01%
100
152
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25
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90
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34
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$7K ﹤0.01%
300
162
$6K ﹤0.01%
+22
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$6K ﹤0.01%
12
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+167
165
$6K ﹤0.01%
578
166
$6K ﹤0.01%
+52
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$5K ﹤0.01%
44
+43
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+45
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171
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108
+1
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$5K ﹤0.01%
+52
174
$5K ﹤0.01%
+17
175
$5K ﹤0.01%
+68
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