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
476
$5K ﹤0.01%
+36
477
$5K ﹤0.01%
90
478
$4K ﹤0.01%
+55
479
$4K ﹤0.01%
+170
480
$4K ﹤0.01%
+48
481
$4K ﹤0.01%
+125
482
$4K ﹤0.01%
+137
483
$4K ﹤0.01%
+27
484
$4K ﹤0.01%
+61
485
$4K ﹤0.01%
+81
486
$4K ﹤0.01%
+68
487
$4K ﹤0.01%
+28
488
$4K ﹤0.01%
+267
489
$4K ﹤0.01%
+130
490
$4K ﹤0.01%
+56
491
$4K ﹤0.01%
+13
492
$4K ﹤0.01%
+30
493
$4K ﹤0.01%
+223
494
$4K ﹤0.01%
25
495
$4K ﹤0.01%
+109
496
$4K ﹤0.01%
+40
497
$4K ﹤0.01%
+140
498
$4K ﹤0.01%
63
+15
499
$3K ﹤0.01%
+23
500
$3K ﹤0.01%
+103
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