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
$96.8M
AUM Growth
-$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$25.2M
2
+$4.57M
3
+$126K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$91.1K
5
VT icon
Vanguard Total World Stock ETF
VT
+$61K

Top Sells

1
+$13M
2
+$12.3M
3
+$10.7M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$9.13M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.64M

Sector Composition

1 Healthcare 0.84%
2 Technology 0.78%
3 Financials 0.65%
4 Consumer Staples 0.49%
5 Communication Services 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$51K 0.05%
1,161
27
$46K 0.05%
529
-335
28
$44K 0.05%
398
-196
29
$44K 0.05%
572
30
$37K 0.04%
313
31
$34K 0.04%
578
32
$28K 0.03%
128
+2
33
$22K 0.02%
325
34
$21K 0.02%
364
35
$17K 0.02%
250
36
$16K 0.02%
+156
37
$13K 0.01%
129
-25,160
38
$12K 0.01%
103
39
$11K 0.01%
200
-100
40
$11K 0.01%
495
41
$10K 0.01%
152
+2
42
$9K 0.01%
135
43
$8K 0.01%
406
+4
44
$7K 0.01%
+1
45
$7K 0.01%
150
46
$6K 0.01%
100
47
$5K 0.01%
1,000
48
$5K 0.01%
60
49
$5K 0.01%
+300
50
$4K ﹤0.01%
+45
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