OAJ

Ogorek Anthony Joseph Portfolio holdings

AUM $364M
1-Year Est. Return 17.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.98%
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
+$24.5M
2
+$4.57M
3
+$126K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$91.5K
5
VT icon
Vanguard Total World Stock ETF
VT
+$60.8K

Top Sells

1
+$13M
2
+$12.1M
3
+$10.4M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$9.1M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.59M

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
76
– –
-84
77
– –
-245
78
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-993
79
– –
-106
80
– –
-95,081
81
– –
-388
82
– –
-3,666
1 2 3
4