OAJ
Ogorek Anthony Joseph Portfolio holdings
AUM
$350M
1-Year Est. Return
13.88%
1 Year Est. Return
+13.88%
AUM
$275M
AUM Growth
+$21.6M
(+8.5%)
Holding
331
Top Buys
| 1 | +$41.3M | |
| 2 | +$4.31M | |
| 3 | +$2.47M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$1.59M |
| 5 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$1.13M |
Top Sells
| 1 | +$10.9M | |
| 2 | +$3.91M | |
| 3 | +$3.42M | |
| 4 |
IBM
IBM
|
+$3.21M |
| 5 |
Gilead Sciences
GILD
|
+$2.82M |
Sector Composition
| 1 | Technology | 5.16% |
| 2 | Healthcare | 2.94% |
| 3 | Industrials | 2.25% |
| 4 | Communication Services | 0.91% |
| 5 | Consumer Discretionary | 0.76% |