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
76
– –
-5
77
– –
-4,252
78
– –
-8,374
79
– –
-159
80
– –
-2,190
81
$0 ﹤0.01%
+1
82
– –
-1,774
1 2 3
4