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
$261M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$9.92M
2
+$2.34M
3
+$2.34M
4
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$2.23M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.16M

Top Sells

1
+$11M
2
+$1.59M
3
+$1.21M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.08M
5
KO icon
Coca-Cola
KO
+$1,000K

Sector Composition

1 Technology 5.96%
2 Healthcare 5.04%
3 Industrials 3.26%
4 Consumer Discretionary 2.47%
5 Financials 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$15K 0.01%
416
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373
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$12K ﹤0.01%
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$12K ﹤0.01%
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779
+248
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$11K ﹤0.01%
10
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$11K ﹤0.01%
700
189
$10K ﹤0.01%
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-396
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$10K ﹤0.01%
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$10K ﹤0.01%
60
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$9K ﹤0.01%
32
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$9K ﹤0.01%
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$8K ﹤0.01%
170
200
$8K ﹤0.01%
40
+23
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