Ogorek Anthony Joseph /ny/ /adv
CIK Number: 0000714364
291.37M
Market Value
235
# of Holdings
16 months
Avg. Holding Period
73.54%
Win Rate
13.11%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Ief | 94.11 | -0.40% | 246.26K | +2.79% | 24.16M | 95.77 | 8.29% | |
| 2 | Vti | 300.18 | -0.54% | 84.90K | +0.16% | 24.04M | 113.06 | 8.25% | |
| 3 | Schb | 23.43 | -0.53% | 334.86K | -6.84% | 22.27M | 31.29 | 7.64% | |
| 4 | Voo | 555.91 | -0.47% | 37.63K | +9.14% | 19.86M | 480.43 | 6.81% | |
| 5 | Moat | 97.73 | -0.48% | 123.79K | -4.60% | 12.00M | 76.04 | 4.12% |
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