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OAJ

Ogorek Anthony Joseph Portfolio holdings

AUM $365M
1-Year Est. Return 18.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.22%
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
+$12.1M
3
+$11.7M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.51M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.46M

Top Sells

1
+$22.4M
2
+$21.9M
3
+$7.46M
4
EWJV icon
iShares MSCI Japan Value ETF
EWJV
+$5.48M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$913K

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
501
$3K ﹤0.01%
+54
502
$3K ﹤0.01%
+66
503
$3K ﹤0.01%
+13
504
$3K ﹤0.01%
40
505
$3K ﹤0.01%
+26
506
$3K ﹤0.01%
+40
507
$3K ﹤0.01%
+70
508
$3K ﹤0.01%
+19
509
$3K ﹤0.01%
+74
510
$3K ﹤0.01%
+59
511
$3K ﹤0.01%
+20
512
$3K ﹤0.01%
+33
513
$3K ﹤0.01%
+35
514
$3K ﹤0.01%
+76
515
$3K ﹤0.01%
+268
516
$3K ﹤0.01%
+27
517
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+10
518
$3K ﹤0.01%
+61
519
$3K ﹤0.01%
+53
520
$3K ﹤0.01%
10
521
$3K ﹤0.01%
+20
522
$3K ﹤0.01%
20
523
$3K ﹤0.01%
+54
524
$3K ﹤0.01%
+103
525
$3K ﹤0.01%
+49
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