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
176
$40K 0.01%
+164
177
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+172
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$40K 0.01%
180
179
$39K 0.01%
+471
180
$38K 0.01%
1,048
+930
181
$38K 0.01%
158
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148
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183
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607
-99
184
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+3
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$37K 0.01%
282
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187
$36K 0.01%
212
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188
$36K 0.01%
612
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189
$35K 0.01%
38
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190
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$35K 0.01%
128
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$35K 0.01%
438
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193
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195
$34K 0.01%
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197
$34K 0.01%
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198
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199
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200
$33K 0.01%
210
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