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
251
$22K 0.01%
424
+11
252
$22K 0.01%
+357
253
$22K 0.01%
676
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254
$22K 0.01%
+129
255
$22K 0.01%
131
256
$22K 0.01%
+34
257
$22K 0.01%
41
258
$21K 0.01%
+55
259
$21K 0.01%
225
260
$21K 0.01%
+53
261
$21K 0.01%
+356
262
$21K 0.01%
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263
$21K 0.01%
+717
264
$21K 0.01%
276
265
$21K 0.01%
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266
$20K 0.01%
400
267
$20K 0.01%
+159
268
$20K 0.01%
+246
269
$20K 0.01%
+248
270
$19K 0.01%
+137
271
$19K 0.01%
200
272
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54
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273
$19K 0.01%
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274
$19K 0.01%
+92
275
$19K 0.01%
+332
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