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
$167M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1 +$23.2M
2 +$9.01M
3 +$3.5M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.07M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$439K

Top Sells

1 +$11.3M
2 +$9.04M
3 +$100K
4
MDT icon
Medtronic
MDT
+$85.8K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$55K

Sector Composition

1 Technology 1.05%
2 Healthcare 0.81%
3 Communication Services 0.59%
4 Financials 0.51%
5 Consumer Discretionary 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$0 ﹤0.01%
+25
177
-150
178
-30