OAJ
Ogorek Anthony Joseph Portfolio holdings
AUM
$324M
This Quarter Return
+1.5%
1 Year Return
+12.03%
3 Year Return
+48.55%
5 Year Return
+83.88%
10 Year Return
+161.66%
AUM
$167M
AUM Growth
+$18.9M
(+13%)
Cap. Flow
+$17.3M
Cap. Flow
% of AUM
10.33%
Top 10 Holdings %
Top 10 Hldgs %
94.15%
Holding
184
New
21
Increased
24
Reduced
10
Closed
7
Top Buys
| 1 |
Schwab US Aggregate Bond ETF
SCHZ
|
$23.2M |
| 2 |
Vanguard Growth ETF
VUG
|
$9.01M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$3.5M |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
$1.07M |
| 5 |
Schwab US Broad Market ETF
SCHB
|
$439K |
Top Sells
Sector Composition
| 1 | Technology | 1.05% |
| 2 | Healthcare | 0.81% |
| 3 | Communication Services | 0.59% |
| 4 | Financials | 0.51% |
| 5 | Consumer Discretionary | 0.34% |