OAJ
Ogorek Anthony Joseph Portfolio holdings
AUM
$324M
This Quarter Return
+5.14%
1 Year Return
+12.03%
3 Year Return
+48.55%
5 Year Return
+83.88%
10 Year Return
+161.66%
AUM
$96.8M
AUM Growth
+$96.8M
(-16%)
Cap. Flow
-$23.4M
Cap. Flow
% of AUM
-24.22%
Top 10 Holdings %
Top 10 Hldgs %
96.86%
Holding
88
New
12
Increased
10
Reduced
10
Closed
19
Top Buys
Top Sells
| 1 |
Vanguard Consumer Staples ETF
VDC
|
$13M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
$12.3M |
| 3 |
Vanguard Total International Stock ETF
VXUS
|
$10.7M |
| 4 |
Schwab US Aggregate Bond ETF
SCHZ
|
$9.13M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$3.64M |
Sector Composition
| 1 | Healthcare | 0.84% |
| 2 | Technology | 0.78% |
| 3 | Financials | 0.65% |
| 4 | Consumer Staples | 0.49% |
| 5 | Communication Services | 0.33% |
