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
276
$19K 0.01%
+772
277
$19K 0.01%
+170
278
$19K 0.01%
983
+721
279
$19K 0.01%
+1,268
280
$19K 0.01%
+311
281
$19K 0.01%
829
+21
282
$19K 0.01%
+589
283
$19K 0.01%
+128
284
$19K 0.01%
166
285
$18K 0.01%
+176
286
$18K 0.01%
+71
287
$18K 0.01%
732
-791
288
$18K 0.01%
+76
289
$18K 0.01%
+296
290
$18K 0.01%
+195
291
$18K 0.01%
+193
292
$18K 0.01%
80
293
$18K 0.01%
+1,700
294
$17K 0.01%
+138
295
$17K 0.01%
104
+1
296
$17K 0.01%
33
+16
297
$17K 0.01%
+112
298
$17K 0.01%
+59
299
$17K 0.01%
419
+2
300
$17K 0.01%
+159
10 11
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