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
$304M
AUM Growth
-$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
701
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$11.8M
3
+$11.8M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.04M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.6M

Top Sells

1
+$21.7M
2
+$21.5M
3
+$7.13M
4
EWJV icon
iShares MSCI Japan Value ETF
EWJV
+$5.47M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$864K

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
101
$88K 0.03%
966
-174
102
$88K 0.03%
191
+45
103
$88K 0.03%
985
+789
104
$88K 0.03%
761
+214
105
$87K 0.03%
279
+54
106
$86K 0.03%
1,419
+1,223
107
$86K 0.03%
1,283
+1,211
108
$86K 0.03%
199
+131
109
$85K 0.03%
377
+12
110
$80K 0.03%
370
+105
111
$77K 0.03%
839
112
$77K 0.03%
784
+165
113
$77K 0.03%
+1,932
114
$77K 0.03%
2,478
+7
115
$75K 0.02%
296
+43
116
$75K 0.02%
693
+169
117
$74K 0.02%
239
+98
118
$74K 0.02%
1,277
+17
119
$74K 0.02%
1,343
+130
120
$70K 0.02%
423
+309
121
$70K 0.02%
1,025
-1,734
122
$69K 0.02%
291
+32
123
$68K 0.02%
266
+124
124
$67K 0.02%
614
+55
125
$67K 0.02%
709
+499
3 4
5
6 7