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
451
$6K ﹤0.01%
+7
452
$6K ﹤0.01%
+18
453
$6K ﹤0.01%
12
+2
454
$6K ﹤0.01%
+161
455
$5K ﹤0.01%
+42
456
$5K ﹤0.01%
+115
457
$5K ﹤0.01%
+58
458
$5K ﹤0.01%
+64
459
$5K ﹤0.01%
+73
460
$5K ﹤0.01%
+95
461
$5K ﹤0.01%
+31
462
$5K ﹤0.01%
+39
463
$5K ﹤0.01%
+19
464
$5K ﹤0.01%
+91
465
$5K ﹤0.01%
+376
466
$5K ﹤0.01%
+222
467
$5K ﹤0.01%
+3
468
$5K ﹤0.01%
+11
469
$5K ﹤0.01%
55
+32
470
$5K ﹤0.01%
+29
471
$5K ﹤0.01%
98
+1
472
$5K ﹤0.01%
+251
473
$5K ﹤0.01%
+250
474
$5K ﹤0.01%
+69
475
$5K ﹤0.01%
+104
17 18
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