We are live on ! Find out more
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
$205M
AUM Growth
+$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$7.63M
3
+$7.57M
4
VTV icon
Vanguard Value ETF
VTV
+$6.65M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$4.12M

Top Sells

1
+$8.98M
2
+$8.94M
3
+$2.53M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.65M
5
MDT icon
Medtronic
MDT
+$197K

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
201
$1K ﹤0.01%
59
202
$1K ﹤0.01%
22
203
$0 ﹤0.01%
3
204
$0 ﹤0.01%
25
205
$0 ﹤0.01%
30
206
– –
-25
207
$0 ﹤0.01%
+17
208
$0 ﹤0.01%
18
209
$0 ﹤0.01%
6
-438
210
$0 ﹤0.01%
13
211
$0 ﹤0.01%
2
212
– –
-512
213
$0 ﹤0.01%
+8
214
– –
-500
215
$0 ﹤0.01%
30
216
– –
-20
217
– –
-833
218
– –
-5
219
$0 ﹤0.01%
42
5 6 7 8
9