Ogorek Anthony Joseph /ny/ /adv
CIK Number: 0000714364
314.38M
Market Value
232
# of Holdings
15 months
Avg. Holding Period
76.86%
Win Rate
13.00%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Ief | 95.28 | +0.50% | 246.26K | +2.79% | 24.16M | 95.77 | 8.29% | |
| 2 | Vti | 293.04 | +1.57% | 84.9K | +0.16% | 24.04M | 113.06 | 8.25% | |
| 3 | Schb | 22.93 | +1.57% | 334.86K | -6.84% | 22.27M | 15.83 | 7.64% | |
| 4 | Voo | 546.54 | +1.59% | 37.63K | +9.14% | 19.86M | 480.43 | 6.81% | |
| 5 | Moat | 91.91 | +0.89% | 123.79K | -4.60% | 12M | 76.04 | 4.12% |
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