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
$96.8M
AUM Growth
-$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$25.2M
2
+$4.57M
3
+$126K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$91.1K
5
VT icon
Vanguard Total World Stock ETF
VT
+$61K

Top Sells

1
+$13M
2
+$12.3M
3
+$10.7M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$9.13M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.64M

Sector Composition

1 Healthcare 0.84%
2 Technology 0.78%
3 Financials 0.65%
4 Consumer Staples 0.49%
5 Communication Services 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4K ﹤0.01%
+110
52
$2K ﹤0.01%
+100
53
$2K ﹤0.01%
40
54
$2K ﹤0.01%
50
55
$1K ﹤0.01%
50
56
$1K ﹤0.01%
20
57
$1K ﹤0.01%
+14
58
$1K ﹤0.01%
+500
59
$1K ﹤0.01%
150
60
$1K ﹤0.01%
300
+200
61
$0 ﹤0.01%
30
62
$0 ﹤0.01%
17
63
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66
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68
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69
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-95,081
70
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71
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-3,666
72
$0 ﹤0.01%
300
73
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74
$0 ﹤0.01%
30
75
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-68
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