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
151
$51K 0.02%
223
+95
152
$51K 0.02%
111
+27
153
$51K 0.02%
195
+134
154
$50K 0.02%
+181
155
$48K 0.02%
393
+374
156
$48K 0.02%
400
157
$47K 0.02%
+328
158
$47K 0.02%
425
159
$46K 0.02%
+1,065
160
$46K 0.02%
+800
161
$45K 0.01%
+986
162
$45K 0.01%
253
+61
163
$45K 0.01%
+755
164
$44K 0.01%
396
+232
165
$44K 0.01%
616
+424
166
$44K 0.01%
480
+130
167
$44K 0.01%
+88
168
$44K 0.01%
+334
169
$43K 0.01%
+1,436
170
$43K 0.01%
523
+27
171
$42K 0.01%
307
+92
172
$42K 0.01%
+236
173
$41K 0.01%
89
+65
174
$41K 0.01%
196
+31
175
$41K 0.01%
1,641
+1,508
5 6
7
8 9