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
351
$11K ﹤0.01%
350
352
$10K ﹤0.01%
+49
353
$10K ﹤0.01%
59
+29
354
$10K ﹤0.01%
+533
355
$10K ﹤0.01%
+380
356
$10K ﹤0.01%
+84
357
$10K ﹤0.01%
+246
358
$10K ﹤0.01%
+89
359
$10K ﹤0.01%
+403
360
$10K ﹤0.01%
+107
361
$10K ﹤0.01%
89
362
$10K ﹤0.01%
+670
363
$10K ﹤0.01%
342
+149
364
$10K ﹤0.01%
+15
365
$10K ﹤0.01%
+152
366
$10K ﹤0.01%
+247
367
$10K ﹤0.01%
207
368
$10K ﹤0.01%
+142
369
$10K ﹤0.01%
52
370
$10K ﹤0.01%
227
+1
371
$10K ﹤0.01%
+121
372
$10K ﹤0.01%
94
+76
373
$10K ﹤0.01%
+25
374
$10K ﹤0.01%
+73
375
$10K ﹤0.01%
+39
13 14
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