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OAJ

Ogorek Anthony Joseph Portfolio holdings

AUM $365M
1-Year Est. Return 18.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
-$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$15.3M
3
+$7.12M
4
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$4.38M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$1.63M

Top Sells

1
+$42.2M
2
+$26.9M
3
+$21.8M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$11.1M
5
VTV icon
Vanguard Value ETF
VTV
+$7.15M

Sector Composition

1 Technology 1.84%
2 Communication Services 0.77%
3 Healthcare 0.74%
4 Financials 0.59%
5 Consumer Discretionary 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2K ﹤0.01%
55
177
$1K ﹤0.01%
+47
178
$1K ﹤0.01%
111
179
$1K ﹤0.01%
+23
180
$1K ﹤0.01%
18
181
$1K ﹤0.01%
92
182
$1K ﹤0.01%
30
183
$0 ﹤0.01%
3
184
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-50
185
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-3,500
186
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187
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-5
188
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-84
189
$0 ﹤0.01%
18
190
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-67
191
$0 ﹤0.01%
6
192
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-184
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-40
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-110
5 6 7
8
9