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
526
$3K ﹤0.01%
+38
527
$3K ﹤0.01%
+20
528
$3K ﹤0.01%
20
529
$3K ﹤0.01%
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530
$3K ﹤0.01%
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531
$3K ﹤0.01%
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532
$3K ﹤0.01%
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533
$3K ﹤0.01%
+268
534
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535
$3K ﹤0.01%
+10
536
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537
$3K ﹤0.01%
+53
538
$3K ﹤0.01%
10
539
$2K ﹤0.01%
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540
$2K ﹤0.01%
+239
541
$2K ﹤0.01%
+20
542
$2K ﹤0.01%
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543
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544
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111
545
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+307
546
$2K ﹤0.01%
+47
547
$2K ﹤0.01%
+81
548
$2K ﹤0.01%
65
549
$2K ﹤0.01%
+8
550
$2K ﹤0.01%
+34
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