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
176
$4K ﹤0.01%
+7
177
$4K ﹤0.01%
308
178
$4K ﹤0.01%
67
179
$4K ﹤0.01%
+77
180
$4K ﹤0.01%
+37
181
$4K ﹤0.01%
82
+2
182
$4K ﹤0.01%
+24
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$4K ﹤0.01%
9
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$3K ﹤0.01%
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40
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$3K ﹤0.01%
100
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$3K ﹤0.01%
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17
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+50
192
$2K ﹤0.01%
40
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400
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$2K ﹤0.01%
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64
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$2K ﹤0.01%
55
198
$1K ﹤0.01%
50
199
$1K ﹤0.01%
92
-92
200
$1K ﹤0.01%
20
5 6 7
8
9