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
401
$8K ﹤0.01%
+32
402
$8K ﹤0.01%
+73
403
$8K ﹤0.01%
+114
404
$8K ﹤0.01%
+101
405
$8K ﹤0.01%
85
406
$8K ﹤0.01%
+1,020
407
$8K ﹤0.01%
+26
408
$8K ﹤0.01%
+51
409
$7K ﹤0.01%
+194
410
$7K ﹤0.01%
+777
411
$7K ﹤0.01%
+100
412
$7K ﹤0.01%
231
+1
413
$7K ﹤0.01%
+54
414
$7K ﹤0.01%
+140
415
$7K ﹤0.01%
+59
416
$7K ﹤0.01%
+78
417
$7K ﹤0.01%
+9
418
$7K ﹤0.01%
+188
419
$7K ﹤0.01%
+188
420
$7K ﹤0.01%
148
421
$7K ﹤0.01%
+200
422
$7K ﹤0.01%
+114
423
$7K ﹤0.01%
+254
424
$7K ﹤0.01%
+24
425
$7K ﹤0.01%
+29