OAJ

Ogorek Anthony Joseph Portfolio holdings

AUM $364M
1-Year Est. Return 17.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.98%
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
+$12.1M
3
+$11.7M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.51M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.46M

Top Sells

1
+$22.4M
2
+$21.9M
3
+$7.46M
4
EWJV icon
iShares MSCI Japan Value ETF
EWJV
+$5.48M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$913K

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
326
$13K ﹤0.01%
+28
327
$13K ﹤0.01%
+93
328
$13K ﹤0.01%
42
329
$13K ﹤0.01%
48
330
$13K ﹤0.01%
+28
331
$13K ﹤0.01%
182
332
$13K ﹤0.01%
+56
333
$12K ﹤0.01%
220
334
$12K ﹤0.01%
+71
335
$12K ﹤0.01%
343
+143
336
$12K ﹤0.01%
+60
337
$12K ﹤0.01%
+230
338
$12K ﹤0.01%
+700
339
$12K ﹤0.01%
185
340
$12K ﹤0.01%
520
+376
341
$12K ﹤0.01%
+35
342
$12K ﹤0.01%
9
+1
343
$11K ﹤0.01%
184
+137
344
$11K ﹤0.01%
+106
345
$11K ﹤0.01%
350
346
$11K ﹤0.01%
472
-833
347
$11K ﹤0.01%
60
348
$11K ﹤0.01%
150
349
$11K ﹤0.01%
+117
350
$11K ﹤0.01%
+93
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