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
301
$16K 0.01%
750
302
$16K 0.01%
+478
303
$16K 0.01%
+200
304
$16K 0.01%
+176
305
$16K 0.01%
37
+4
306
$16K 0.01%
+222
307
$16K 0.01%
222
+59
308
$16K 0.01%
+217
309
$15K ﹤0.01%
+31
310
$15K ﹤0.01%
+41
311
$15K ﹤0.01%
+197
312
$15K ﹤0.01%
+218
313
$15K ﹤0.01%
139
314
$15K ﹤0.01%
+168
315
$15K ﹤0.01%
+291
316
$14K ﹤0.01%
139
-211
317
$14K ﹤0.01%
377
+143
318
$14K ﹤0.01%
+533
319
$14K ﹤0.01%
39
320
$14K ﹤0.01%
+144
321
$13K ﹤0.01%
+79
322
$13K ﹤0.01%
+94
323
$13K ﹤0.01%
+155
324
$13K ﹤0.01%
+413
325
$13K ﹤0.01%
+176
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