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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
601
$1K ﹤0.01%
+4
602
$1K ﹤0.01%
+22
603
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+5
604
$1K ﹤0.01%
10
605
$1K ﹤0.01%
+12
606
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+17
607
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+10
609
$1K ﹤0.01%
+14
610
$1K ﹤0.01%
+18
611
$1K ﹤0.01%
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612
$1K ﹤0.01%
+264
613
$1K ﹤0.01%
+9
614
$1K ﹤0.01%
+30
615
$1K ﹤0.01%
+10
616
$1K ﹤0.01%
+9
617
$1K ﹤0.01%
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618
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+97
619
$1K ﹤0.01%
+8
620
$1K ﹤0.01%
+18
621
$1K ﹤0.01%
+1
622
$0 ﹤0.01%
+8
623
$0 ﹤0.01%
+2
624
– –
-226
625
$0 ﹤0.01%
+3
23 24
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