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
376
$10K ﹤0.01%
+149
377
$10K ﹤0.01%
+29
378
$9K ﹤0.01%
+279
379
$9K ﹤0.01%
+66
380
$9K ﹤0.01%
+38
381
$9K ﹤0.01%
+46
382
$9K ﹤0.01%
875
383
$9K ﹤0.01%
+79
384
$9K ﹤0.01%
185
385
$9K ﹤0.01%
65
386
$9K ﹤0.01%
+763
387
$9K ﹤0.01%
+348
388
$9K ﹤0.01%
+107
389
$9K ﹤0.01%
69
390
$9K ﹤0.01%
+99
391
$9K ﹤0.01%
+293
392
$9K ﹤0.01%
+215
393
$9K ﹤0.01%
106
-211
394
$9K ﹤0.01%
+31
395
$8K ﹤0.01%
+59
396
$8K ﹤0.01%
+66
397
$8K ﹤0.01%
+118
398
$8K ﹤0.01%
87
-233,717
399
$8K ﹤0.01%
+505
400
$8K ﹤0.01%
102
+1
14 15
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