OAJ

Ogorek Anthony Joseph Portfolio holdings

AUM $350M
1-Year Est. Return 13.88%
This Quarter Est. Return
1 Year Est. Return
+13.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$304M
AUM Growth
-$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
701
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$11.8M
3
+$11.8M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.04M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.6M

Top Sells

1
+$21.7M
2
+$21.5M
3
+$7.13M
4
EWJV icon
iShares MSCI Japan Value ETF
EWJV
+$5.47M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$864K

Sector Composition

1 Healthcare 6.94%
2 Technology 5.57%
3 Financials 3.82%
4 Industrials 2%
5 Communication Services 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$27K 0.01%
+6
227
$27K 0.01%
248
+170
228
$26K 0.01%
375
229
$26K 0.01%
2,677
+2,103
230
$26K 0.01%
143
231
$26K 0.01%
937
+89
232
$25K 0.01%
+257
233
$25K 0.01%
589
+95
234
$25K 0.01%
+352
235
$24K 0.01%
84
+52
236
$24K 0.01%
37
237
$24K 0.01%
+422
238
$24K 0.01%
+44
239
$24K 0.01%
191
+76
240
$24K 0.01%
325
+1
241
$24K 0.01%
333
+235
242
$24K 0.01%
+598
243
$23K 0.01%
+149
244
$23K 0.01%
+90
245
$23K 0.01%
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246
$23K 0.01%
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247
$23K 0.01%
+38
248
$23K 0.01%
822
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249
$23K 0.01%
183
+1
250
$22K 0.01%
+72
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