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
426
$7K ﹤0.01%
+35
427
$7K ﹤0.01%
+90
428
$7K ﹤0.01%
38
+14
429
$7K ﹤0.01%
+87
430
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431
$7K ﹤0.01%
696
+672
432
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+108
433
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434
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435
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436
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437
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438
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439
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386
+18
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425
441
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$6K ﹤0.01%
100
443
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5,084
444
$6K ﹤0.01%
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22
446
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447
$6K ﹤0.01%
+93
448
$6K ﹤0.01%
+52
449
$6K ﹤0.01%
+41
450
$6K ﹤0.01%
+753