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
126
$65K 0.02%
265
+83
127
$65K 0.02%
444
+251
128
$64K 0.02%
883
+3
129
$64K 0.02%
515
+9
130
$63K 0.02%
308
+53
131
$63K 0.02%
+1,358
132
$63K 0.02%
2,256
+2,156
133
$62K 0.02%
98
+23
134
$61K 0.02%
547
+230
135
$60K 0.02%
2,169
-1,059
136
$60K 0.02%
2,395
137
$60K 0.02%
163
+65
138
$60K 0.02%
274
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139
$60K 0.02%
292
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140
$58K 0.02%
378
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141
$58K 0.02%
+421
142
$56K 0.02%
369
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143
$55K 0.02%
326
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144
$54K 0.02%
157
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145
$54K 0.02%
180
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146
$54K 0.02%
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147
$54K 0.02%
301
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148
$52K 0.02%
+161
149
$52K 0.02%
+94
150
$51K 0.02%
191
+126
4 5
6
7 8