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
201
$33K 0.01%
727
-5,196
202
$33K 0.01%
159
+142
203
$33K 0.01%
356
+28
204
$33K 0.01%
+513
205
$33K 0.01%
70
+31
206
$33K 0.01%
361
+138
207
$33K 0.01%
252
+2
208
$32K 0.01%
+55
209
$31K 0.01%
561
+5
210
$31K 0.01%
302
211
$31K 0.01%
71
+21
212
$31K 0.01%
+482
213
$30K 0.01%
414
+5
214
$30K 0.01%
+415
215
$30K 0.01%
+271
216
$30K 0.01%
307
+104
217
$30K 0.01%
295
+13
218
$29K 0.01%
267
+60
219
$29K 0.01%
301
+11
220
$29K 0.01%
+433
221
$29K 0.01%
65
222
$28K 0.01%
139
+119
223
$28K 0.01%
490
+144
224
$28K 0.01%
+685
225
$28K 0.01%
+125
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9
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