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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
526
$3K ﹤0.01%
+61
527
$3K ﹤0.01%
+58
528
$3K ﹤0.01%
+110
529
$3K ﹤0.01%
+28
530
$3K ﹤0.01%
+58
531
$3K ﹤0.01%
+92
532
$3K ﹤0.01%
+79
533
$3K ﹤0.01%
+5
534
$3K ﹤0.01%
+39
535
$3K ﹤0.01%
+38
536
$3K ﹤0.01%
+51
537
$3K ﹤0.01%
+22
538
$3K ﹤0.01%
+62
539
$2K ﹤0.01%
+239
540
$2K ﹤0.01%
+20
541
$2K ﹤0.01%
+21
542
$2K ﹤0.01%
+4
543
$2K ﹤0.01%
111
544
$2K ﹤0.01%
+307
545
$2K ﹤0.01%
+47
546
$2K ﹤0.01%
+15
547
$2K ﹤0.01%
+36
548
$2K ﹤0.01%
+42
549
$2K ﹤0.01%
+17
550
$2K ﹤0.01%
+25
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