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
$219M
AUM Growth
-$4.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$202K
3
+$154K
4
NEE icon
NextEra Energy
NEE
+$151K
5
AMZN icon
Amazon
AMZN
+$72.3K

Top Sells

1
+$6.02M
2
+$593K
3
+$469K
4
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$320K
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$204K

Sector Composition

1 Healthcare 4.46%
2 Technology 4.11%
3 Industrials 3.52%
4 Consumer Discretionary 2.68%
5 Financials 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$9K ﹤0.01%
34
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+42
178
$9K ﹤0.01%
60
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170
180
$8K ﹤0.01%
164
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$8K ﹤0.01%
32
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$8K ﹤0.01%
+48
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$8K ﹤0.01%
48
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$7K ﹤0.01%
167
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$6K ﹤0.01%
100
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$5K ﹤0.01%
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