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

Top Buys

1
+$9.75M
2
+$2.35M
3
+$2.34M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$2.22M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.15M

Top Sells

1
+$10.9M
2
+$1.63M
3
+$1.29M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.18M
5
KO icon
Coca-Cola
KO
+$967K

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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302
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$13K 0.01%
373
-20
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$12K ﹤0.01%
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$11K ﹤0.01%
700
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$11K ﹤0.01%
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$11K ﹤0.01%
779
+248
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$11K ﹤0.01%
10
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252
-396
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$10K ﹤0.01%
90
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60
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$9K ﹤0.01%
48
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91
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150
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32
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$8K ﹤0.01%
170
200
$8K ﹤0.01%
40
+23
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